CSXCSX

13F holders, Q1 2024 (March 31)
1,691holders
14famous investors
$37.00avg. 13F price*

At the end of Q1 2024, 1,691 institutions reported holding CSX Corp. (CSX) in their 13F filings. The largest holders were Vanguard Group Inc. ($6.5B), BlackRock Inc. ($5.2B) and State Street Corp. ($3.1B). 14 famous investors held it, including George Soros (0.9% of Soros Fund Management's portfolio), Steve Cohen (0.7% of Point72 Asset Management's portfolio) and Andreas Halvorsen (0.5% of Viking Global Investors's portfolio).

Company
CSX Corp.
Sector
Industrials
CUSIP
126408103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions125$400.7M
Exits97$239.8M

Ownership 1,691 holders

Vanguard Group Inc. 0.13% Add +0.1% 175,149,848 $6.5B
BlackRock Inc. 0.12% Reduce -1.2% 140,873,523 $5.2B
State Street Corp. 0.14% Reduce -0.3% 83,810,982 $3.1B
T. Rowe Price Associates Inc. 0.30% Add +0.7% 65,251,716 $2.4B
JPMorgan Chase & Co. 0.21% Add +50.2% 62,679,430 $2.3B
Capital World Investors 0.26% Reduce -17.3% 41,679,653 $1.5B
Geode Capital Management, LLC 0.14% Add +3.1% 40,450,621 $1.5B
Bank of America Corp. 0.13% Add +0.8% 34,686,943 $1.3B
Capital International Investors 0.25% Reduce -18.6% 32,855,604 $1.2B
Soroban Capital Partners LP 15.74% Reduce -11.8% 28,097,507 $1.0B
Morgan Stanley 0.07% Reduce -0.5% 24,970,224 $925.6M
Norges Bank 0.14% Add +9.7% 23,956,337 $888.1M
Fisher Asset Management 0.40% Add +2.6% 22,927,845 $849.9M
Royal Bank of Canada 0.21% Reduce -0.3% 22,887,323 $848.4M
Legal & General Group Plc 0.22% Add +2.3% 20,911,097 $775.2M
Northern Trust Corp. 0.13% Reduce -5.2% 19,562,516 $725.2M
Invesco Ltd. 0.15% Add +17.7% 19,382,230 $718.5M
Capital Research Global Investors 0.16% Reduce -5.1% 18,956,305 $702.7M
FMR LLC 0.05% Add +1.6% 18,928,335 $701.7M
Lazard Asset Management LLC 0.92% Reduce -24.7% 18,882,408 $700.0M
Neuberger Berman Group LLC 0.58% Add +4.5% 18,784,215 $696.3M
Bank of New York Mellon Corp 0.11% Reduce -8.5% 16,073,653 $595.9M
Nuveen Asset Management, LLC 0.13% Reduce -3.6% 11,395,538 $424.3M
Charles Schwab Investment Management Inc. 0.10% Add +1.6% 11,393,538 $422.4M
Dimensional Fund Advisors LP 0.11% Add +0.9% 11,361,245 $421.2M
Alliancebernstein L.P. 0.14% Reduce -33.2% 10,780,968 $399.7M
Amundi 0.16% Add +7.7% 11,095,135 $381.6M
Goldman Sachs Group Inc. 0.08% Add +12.3% 10,147,908 $376.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +9.6% 9,304,085 $344.9M
UBS Group AG 0.11% Reduce -7.1% 8,775,695 $325.3M
Ameriprise Financial Inc. 0.08% Add +9.4% 8,071,567 $299.2M
Adage Capital Partners Gp, L.L.C. 0.55% Add +306.1% 7,795,248 $289.0M
Deutsche Bank AG 0.13% Add +1.3% 7,475,680 $277.1M
Barclays PLC 0.12% Reduce -9.3% 7,279,388 $269.8M
Maj Invest Holding A/S 6.45% Reduce -10.9% 6,417,547 $237.9M
HSBC Holdings PLC 0.17% Add +0.6% 6,391,724 $236.8M
PNC Financial Services Group, Inc. 0.16% Add +5.5% 6,124,897 $227.0M
First Trust Advisors LP 0.23% Reduce -8.1% 6,107,688 $226.4M
Point72 Asset Management 0.66% Reduce -14.8% 6,010,793 $222.8M
Swiss National Bank 0.15% Reduce -5.7% 5,918,000 $219.4M
Arrowstreet Capital, Limited Partnership 0.19% Reduce -28.1% 5,423,768 $201.1M
Sumitomo Mitsui Trust Group, Inc. 0.13% Reduce -1.2% 5,145,979 $190.8M
Bank of Montreal 0.06% Add +19.2% 4,864,829 $187.2M
APG Asset Management N.V. 0.30% Add +5.0% 5,001,115 $171.7M
Mirae Asset Global Investments Co., Ltd. 0.37% Reduce -11.4% 5,745,047 $171.2M
Magellan Asset Management Ltd 1.59% Reduce -7.2% 4,488,642 $166.4M
Schroder Investment Management Group 0.19% Add +440.5% 4,345,672 $161.1M
Millennium Management 0.14% Add +95.5% 4,330,876 $160.5M
National Pension Service 0.18% Reduce -0.7% 4,121,486 $152.8M
Credit Suisse AG/ 0.15% Reduce -3.8% 4,081,961 $151.3M
ClearBridge Investments Ltd 4.25% Add +2.3% 4,028,965 $149.4M
Wells Fargo & Company 0.04% Add +9.8% 3,996,663 $148.2M
Viking Global Investors 0.55% Add +26.3% 3,957,797 $146.7M
Rhumbline Advisers 0.14% Reduce -0.3% 3,839,808 $142.3M
BNP Paribas Financial Markets 0.17% Add +107.2% 3,623,808 $134.3M
California Public Employees Retirement System 0.09% Reduce -3.8% 3,488,672 $129.3M
Brandywine Global Investment Management, LLC 0.93% Add +2.0% 3,469,482 $128.6M
M&G PLC 0.88% — 3,407,806 $126.1M
Thrivent Financial for Lutherans 0.25% Add +17.1% 3,342,591 $123.9M
California State Teachers Retirement System 0.15% Reduce -0.3% 3,222,771 $119.5M
Chilton Investment Co. Inc. 3.06% Reduce -17.5% 3,016,558 $111.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.12% Add +17.6% 2,903,192 $107.6M
New York State Common Retirement Fund 0.14% Reduce -10.1% 2,758,458 $102.3M
Great Lakes Advisors, LLC 0.86% Add +3.4% 2,744,673 $101.7M
Manning & Napier Group, LLC 1.24% Add +41.7% 2,683,212 $99.5M
CBRE Investment Management Listed Real Assets LLC 1.83% Reduce -3.5% 2,658,511 $98.6M
Bristol Gate Capital Partners Inc. 4.59% Reduce -0.5% 2,634,268 $97.7M
Man Group plc 0.27% Add +109.9% 2,618,367 $97.1M
Connor, Clark & Lunn Investment Management Ltd. 0.41% Add +1370.3% 2,567,482 $95.2M
Cohen & Steers, Inc. 0.20% Reduce -1.4% 2,559,278 $94.9M
Envestnet Asset Management Inc. 0.04% Add +1.6% 2,544,268 $94.3M
Primecap Management Co. 0.07% Reduce -24.2% 2,499,900 $92.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.13% Add +18.1% 2,449,480 $90.8M
Prudential Financial Inc. 0.13% Add +29.8% 2,425,610 $89.9M
Manufacturers Life Insurance Company, The 0.08% Reduce -8.2% 2,398,556 $88.9M
Homestead Advisers Corp 2.08% Reduce -0.2% 2,399,836 $88.9M
Earnest Partners LLC 0.40% Add +25.7% 2,368,512 $87.8M
Principal Financial Group Inc. 0.05% Add +0.3% 2,363,346 $87.6M
Canada Pension Plan Investment Board 0.09% Add +58.1% 2,336,019 $86.6M
Massachusetts Financial Services Co. 0.03% Add +0.6% 2,273,116 $84.3M
Citigroup Inc. 0.09% Add +3.7% 2,220,623 $82.3M
ProShare Advisors LLC 0.22% Add +20.1% 2,199,066 $81.5M
Calamos Advisors LLC 0.58% Reduce -5.8% 2,171,453 $80.5M
Sahana Capital Management LP 12.40% Reduce -12.6% 2,161,777 $80.1M
TD Asset Management Inc 0.07% Reduce -0.1% 2,050,894 $76.0M
LPL Financial LLC 0.04% Add +5.5% 2,046,847 $75.9M
State Board of Administration of Florida Retirement System 0.18% Add +4.3% 2,505,876 $75.0M
Macquarie Group Ltd. 0.08% Reduce -4.4% 1,930,955 $71.6M
Russell Investments Group, Ltd. 0.11% Add +23.2% 1,861,348 $69.0M
New York State Teachers Retirement System 0.14% Reduce -3.7% 1,849,170 $68.5M
Raymond James & Associates 0.05% Add +7.7% 1,810,990 $67.1M
Victory Capital Management Inc. 0.07% Reduce -8.0% 1,799,912 $66.7M
CI Investments Inc. 0.26% Add +43.7% 1,774,864 $65.8M
Allianz Asset Management GmbH 0.11% Add +51.8% 1,755,733 $65.1M
Korea Investment CORP 0.17% Reduce -9.9% 1,753,603 $65.0M
DekaBank Deutsche Girozentrale 0.12% Reduce -12.3% 1,749,333 $64.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.42% Add +0.0% 1,669,075 $61.9M
Zacks Investment Management 0.66% Add +1.8% 1,657,152 $61.4M
Twinbeech Capital LP 1.25% New 1,636,500 $60.7M
CANADA LIFE ASSURANCE Co 0.12% Add +51.5% 1,617,428 $60.0M
1832 Asset Management L.P. 0.11% Reduce -15.3% 1,600,293 $59.3M
Cibc World Market Inc. 0.15% Add +14.3% 1,599,087 $59.3M
ING Groep NV 0.39% Add +89.2% 1,534,828 $56.9M
Assenagon Asset Management S.A. 0.15% Add +29.9% 1,518,747 $56.3M
American Century Companies Inc. 0.04% Add +18.9% 1,501,582 $55.7M
State of Wisconsin Investment Board 0.14% Reduce -40.1% 1,456,096 $54.0M
UniSuper Management Pty Ltd 0.52% Add +2.4% 1,455,020 $53.9M
FIL Ltd 0.05% Add +2.9% 1,454,121 $53.9M
Marshall Wace, LLP 0.09% Add +3.9% 1,446,081 $53.6M
Mitsubishi UFJ Trust & Banking Corp 0.12% Reduce -67.7% 1,434,092 $53.1M
Truist Financial Corp. 0.08% Reduce -1.4% 1,396,536 $51.8M
Capital Fund Management S.A. 0.62% Add +368.5% 1,370,068 $50.8M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -0.6% 1,317,976 $48.9M
Capital Group Private Client Services, Inc. 0.50% Reduce -25.9% 1,311,900 $48.6M
Alua Capital Management LP 2.39% No change 1,256,300 $46.6M
Cubist Systematic Strategies, LLC 0.51% Add +335.1% 1,217,006 $45.1M
Toronto Dominion Bank 0.07% Add +1.6% 1,195,702 $44.3M
Nordea Investment Management AB 0.05% Reduce -19.5% 1,165,526 $43.1M
Chevy Chase Trust Holdings, LLC 0.14% Reduce -0.6% 1,145,256 $42.5M
State of New Jersey Common Pension Fund D 0.13% No change 1,143,061 $42.4M
US Bancorp \de 0.06% Reduce -0.4% 1,099,689 $40.8M
MBB Public Markets I LLC 2.58% Add +235.4% 1,088,366 $40.3M
ExodusPoint Capital Management, LP 0.50% New 1,086,004 $40.3M
Compagnie Lombard Odier SCmA 0.69% Add +11.0% 1,058,088 $39.2M
National Bank of Canada 0.07% Reduce -56.1% 1,132,819 $38.9M
Pictet Asset Management Holding SA 0.04% Reduce -3.9% 1,045,617 $38.8M
Corvex Management LP 1.95% Reduce -56.2% 1,037,268 $38.5M
Teacher Retirement System of Texas 0.24% Add +11.8% 1,034,029 $38.3M
Nisa Investment Advisors, LLC 0.25% Reduce -2.5% 1,022,962 $37.9M
Franklin Resources Inc. 0.01% Add +25.7% 1,011,452 $37.5M
Clark Capital Management Group, Inc. 0.28% Add +0.2% 1,000,970 $37.1M
Handelsbanken Fonder AB 0.16% Reduce -4.3% 995,576 $36.9M
Voya Investment Management LLC 0.04% Add +19.2% 986,831 $36.6M
Public Employees Retirement System of Ohio 0.14% Reduce -11.6% 942,735 $34.9M
Qube Research & Technologies Ltd 0.06% Add +2106.0% 928,202 $34.4M
InterOcean Capital Group, LLC 0.82% Reduce -5.8% 921,859 $34.2M
Danske Bank A/S 0.11% — 911,988 $33.8M
Stifel Financial Corp. 0.04% Reduce -5.1% 901,880 $33.4M
Commonwealth Equity Services, LLC 0.06% Add +2.2% 900,592 $33.4M
Panagora Asset Management Inc. 0.17% Add +128.5% 896,191 $33.2M
Royal London Asset Management Ltd. 0.08% Reduce -0.9% 891,363 $33.0M
State of Tennessee, Department of Treasury 0.12% Add +0.2% 890,993 $33.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +22.9% 888,794 $32.9M
Corient Private Wealth LP 0.06% Reduce -3.9% 883,932 $32.8M
Treasurer of the State of North Carolina 0.14% Add +0.7% 882,052 $32.7M
Schonfeld Strategic Advisors LLC 0.26% Add +28.7% 878,894 $32.6M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -0.6% 857,134 $31.8M
Cartenna Capital, LP 2.96% New 850,000 $31.5M
Gateway Investment Advisers LLC 0.36% Reduce -0.1% 846,639 $31.4M
HighTower Advisors, LLC 0.05% Reduce -7.1% 834,220 $30.9M
Aberdeen Group plc 0.06% Add +0.0% 828,995 $30.7M
Asset Management One Co., Ltd. 0.12% Reduce -6.5% 822,186 $30.5M
Caisse de depot et placement du Quebec 0.07% New 819,552 $30.4M
Two Sigma Advisers, LP 0.07% Reduce -86.4% 805,000 $29.8M
Hyman Charles D 1.64% Reduce -0.1% 798,687 $29.6M
Renaissance Technologies 0.05% Add +144.6% 794,500 $29.5M
Tredje AP-fonden 0.29% Add +15.8% 748,101 $27.7M
Glenmede Trust Co. NA 0.14% Reduce -15.1% 728,942 $27.0M
American International Group, Inc. 0.10% Reduce -1.3% 720,136 $26.7M
Janney Montgomery Scott LLC 0.08% Reduce -1.4% 719,356 $26.7M
Aviva PLC 0.09% Reduce -18.2% 713,532 $26.5M
Bank of Nova Scotia 0.05% Reduce -15.3% 706,559 $26.2M
Encompass Capital Advisors LLC 1.41% New 700,000 $25.9M
Ensign Peak Advisors, Inc 0.05% Add +17.3% 688,774 $25.5M
Junto Capital Management LP 0.56% Reduce -34.2% 681,636 $25.3M
Resona Asset Management Co.,Ltd. 0.15% — 679,381 $25.2M
AXA S.A. 0.08% Add +11.1% 678,179 $25.1M
Glenview Trust Co 0.53% Add +4.9% 668,877 $24.8M
DNB Asset Management AS 0.13% Reduce -7.9% 652,948 $24.2M
Voloridge Investment Management, LLC 0.09% Reduce -28.8% 648,236 $24.0M
Cambridge Investment Research Advisors, Inc. 0.09% Add +2.1% 648,101 $24.0M
Swedbank AB 0.03% Reduce -0.0% 636,225 $23.6M
AMF Tjanstepension AB 0.18% No change 629,813 $23.4M
Saraza Management, LP 6.01% Reduce -7.4% 625,000 $23.2M
Partners Group Holding AG 2.08% Reduce -12.3% 618,229 $22.9M
Soros Fund Management 0.88% Add +21.0% 610,003 $22.6M
Brookfield Corp 0.13% Reduce -18.5% 609,900 $22.6M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.25% Add +1.4% 609,733 $22.6M
Keybank National Association 0.09% Reduce -0.7% 604,539 $22.4M
Sei Investments Co. 0.03% Add +4.2% 597,426 $22.1M
Nomura Asset Management Co. Ltd. 0.08% Add +0.6% 591,430 $21.9M
CIBC Asset Management Inc 0.08% Add +5.2% 585,200 $21.7M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -0.5% 582,221 $21.6M
11 Capital Partners LP 9.42% Reduce -2.2% 580,345 $21.5M
Jane Street Group, LLC 0.03% Add +80.3% 575,998 $21.4M
Natixis Advisors, LLC 0.05% Reduce -27.3% 570,203 $21.1M
Rockefeller Capital Management L.P. 0.06% Add +5.1% 568,320 $21.1M
Carnegie Investment Counsel 0.66% Add +3.3% 568,110 $21.1M
Arizona State Retirement System 0.15% Add +0.5% 567,084 $21.0M
MML Investors Services, LLC 0.09% Reduce -15.5% 560,821 $20.8M
Appian Way Asset Management LP 6.80% New 559,370 $20.7M
AE Wealth Management LLC 0.23% Reduce -0.4% 552,013 $20.5M
STRS Ohio 0.08% Reduce -5.6% 549,856 $20.4M
State of Michigan Retirement System 0.11% Add +0.1% 541,484 $20.1M
Interval Partners, LP 0.75% New 539,407 $20.0M
Duff & Phelps Investment Management Co. 0.24% Add +378.4% 535,787 $19.9M
Heritage Investors Management Corp. 0.70% Reduce -2.3% 531,952 $19.7M
Van Eck Associates Corp. 0.03% Add +0.5% 527,438 $19.6M
Rafferty Asset Management, LLC 0.07% Add +3.3% 526,671 $19.5M
Guggenheim Capital LLC 0.14% Reduce -5.0% 525,052 $19.5M
NorthCrest Asset Manangement, LLC 0.66% Add +1.3% 524,820 $19.5M
SG Americas Securities, LLC 0.10% Reduce -43.3% 518,549 $19.2M
M&T Bank Corp 0.06% Reduce -5.7% 503,069 $18.6M
Verition Fund Management LLC 0.20% Add +225.7% 496,835 $18.4M
Healthcare of Ontario Pension Plan Trust Fund 0.06% Add +47.5% 494,000 $18.3M
Two Sigma Investments, LP 0.05% Reduce -88.6% 493,281 $18.3M
Creative Planning 0.02% Add +10.8% 486,979 $18.1M
IFM Investors Pty Ltd 0.20% Reduce -3.1% 485,994 $18.0M
Varma Mutual Pension Insurance Co 0.16% Add +151.6% 485,220 $18.0M
Point72 (DIFC) Ltd 1.38% — 480,689 $17.8M
Susquehanna International Group, LLP 0.03% Reduce -71.2% 478,027 $17.7M
Laurion Capital Management LP 0.49% New 475,000 $17.6M
USS Investment Management Ltd 0.14% Add +5.1% 473,715 $17.6M
MetLife Investment Management, LLC 0.12% Reduce -3.5% 471,711 $17.5M
AQR Capital Management 0.03% Add +2.0% 473,363 $17.4M
Vontobel Holding Ltd. 0.14% Reduce -29.3% 467,401 $17.3M
Osaic Holdings, Inc. 0.04% Reduce -29.8% 464,481 $17.2M
Tiaa Trust, National Association 0.05% Reduce -0.7% 451,156 $16.7M
Bridgewater Associates 0.08% Reduce -28.6% 441,677 $16.4M
Andra AP-fonden 0.29% New 440,100 $16.3M
Retirement Systems of Alabama 0.06% Add +0.1% 436,160 $16.2M
Engineers Gate Manager LP 0.42% Add +1325.0% 429,302 $15.9M
Founders Capital Management, LLC 2.95% Reduce -2.6% 426,670 $15.8M
Comerica Bank 0.07% Add +0.7% 424,950 $15.8M
Forsta Ap-Fonden 0.13% Add +9.9% 423,400 $15.7M
Baird Financial Group, Inc. 0.03% Reduce -2.5% 419,124 $15.5M
Capital International, Inc. 0.20% Add +15.3% 409,591 $15.2M
Amalgamated Bank 0.13% Reduce -16.1% 408,966 $15.2M
Texas Permanent School Fund Corp. 0.12% Add +0.1% 405,796 $15.0M
Mariner, LLC 0.03% Add +0.3% 395,784 $14.7M
Mediolanum International Funds Ltd 0.23% — 386,036 $14.2M
Skandinaviska Enskilda Banken AB (publ) 0.07% Reduce -2.3% 383,490 $14.2M
O'shaughnessy Asset Management, LLC 0.16% Add +5.6% 380,117 $14.1M
Calamos Wealth Management LLC 0.79% Add +0.9% 373,962 $13.9M
Brown Advisory Inc. 0.02% Reduce -0.0% 372,444 $13.8M
Daiwa Securities Group Inc. 0.08% Add +15.3% 371,114 $13.8M
DRH Investments, Inc. 13.27% Reduce -9.9% 365,614 $13.6M
Cetera Investment Advisers 0.03% Add +239.9% 361,668 $13.4M
Woodline Partners LP 0.12% New 358,826 $13.3M
HM Payson & Co. 0.24% Reduce -1.9% 354,603 $13.1M
Jacobs & Co. 1.38% Reduce -1.6% 352,422 $13.1M
Captrust Financial Advisors 0.05% Reduce -15.0% 350,647 $13.0M
Czech National Bank 0.17% Add +0.5% 347,702 $12.9M
Cannell & Spears LLC 0.26% New 344,584 $12.8M
Crossmark Global Holdings, Inc. 0.25% Add +14.2% 344,050 $12.8M
Nissay Asset Management Corp. /Japan 0.09% Add +26.7% 343,539 $12.7M
Utah Retirement Systems 0.15% Reduce -0.1% 342,126 $12.7M
State of Alaska, Department of Revenue 0.14% Reduce -4.9% 340,280 $12.6M
Financial Counselors Inc. 0.21% Reduce -0.9% 338,091 $12.5M
Alberta Investment Management Corp 0.13% Reduce -41.2% 336,496 $12.5M
Pacer Advisors, Inc. 0.03% Add +49.2% 335,745 $12.4M
TCV Trust & Wealth Management, Inc. 1.18% Reduce -6.0% 330,914 $12.3M
Cibc World Markets Corp. 0.08% Reduce -39.3% 327,159 $12.1M
Bfsg, LLC 1.60% Reduce -1.7% 326,341 $12.1M
Fifth Third Bancorp 0.05% Reduce -3.0% 321,960 $11.9M
Jones Financial Companies LLLP 0.02% Add +9.1% 320,528 $11.9M
GHP Investment Advisors, Inc. 0.59% Add +0.6% 320,460 $11.9M
Northwest & Ethical Investments L.P. 0.34% Reduce -5.5% 319,731 $11.9M
Mercer Global Advisors Inc. 0.03% Reduce -5.1% 316,553 $11.8M
Commerce Bank 0.08% Reduce -0.5% 314,196 $11.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +2.5% 313,381 $11.6M
Aptus Capital Advisors, LLC 0.25% Add +8.3% 310,552 $11.5M
D.A. Davidson & Co. 0.10% Add +7.2% 310,036 $11.5M
Yousif Capital Management, LLC 0.13% Add +3.1% 308,758 $11.4M
LS Investment Advisors, LLC 1.81% Reduce -1.1% 307,770 $11.4M
Axxcess Wealth Management, LLC 0.32% Reduce -0.5% 306,814 $11.4M
Carlson Capital, L.P. 0.92% Add +107.9% 305,357 $11.3M
Waycross Partners, LLC 1.92% Add +7.2% 301,330 $11.2M
Assetmark, Inc. 0.04% Add +17.9% 299,546 $11.1M
iA Global Asset Management Inc. 0.22% Add +54.8% 294,642 $10.9M
First Manhattan Co. Llc. 0.04% Reduce -0.4% 292,793 $10.9M
Cerity Partners LLC 0.03% Add +32.1% 291,497 $10.8M
Xponance LLC 0.11% Add +4.8% 287,361 $10.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -1.6% 285,682 $10.6M
Public Employees Retirement Association of Colorado 0.04% Reduce -2.2% 280,689 $10.4M
Cohen Capital Management, Inc. 1.81% Add +0.2% 277,708 $10.3M
Pathstone Holdings, LLC 0.05% Add +11.8% 273,081 $10.1M
New York Life Investment Management LLC 0.10% Reduce -4.2% 269,273 $10.0M
Louisiana State Employees Retirement System 0.19% Reduce -2.9% 268,600 $10.0M
Robeco Institutional Asset Management B.V. 0.02% Add +25.7% 266,601 $9.9M
Janus Henderson Group PLC 0.01% Reduce -3.4% 262,022 $9.7M
Mutual of America Capital Management LLC 0.10% Reduce -2.2% 259,176 $9.6M
Kemnay Advisory Services Inc. 1.84% No change 257,999 $9.6M
Hartford Financial Management Inc. 2.00% Reduce -0.7% 255,664 $9.5M
Orange Investment Advisors, Inc. 1.12% Add +18.7% 253,127 $9.4M
Shelton Capital Management 0.26% Add +0.7% 247,314 $9.2M
QRG Capital Management, Inc. 0.12% Add +18.1% 246,671 $9.1M
Worldquant Millennium Advisors LLC 0.11% New 238,087 $8.8M
Degroof Petercam Asset Management 0.11% Add +2.6% 237,000 $8.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Reduce -0.1% 236,987 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.06% Add +2.5% 236,681 $8.8M
Concentric Capital Strategies, LP 0.56% Add +417.7% 234,025 $8.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +49.8% 235,955 $8.7M
Dana Investment Advisors, Inc. 0.29% Reduce -16.4% 231,342 $8.6M
Park National Corp. 0.32% Reduce -11.4% 222,130 $8.2M
Hudson Bay Capital Management LP 0.08% Add +101.8% 222,000 $8.2M
Kerrisdale Advisers, LLC 2.59% Reduce -6.8% 221,940 $8.2M
Capitolis Liquid Global Markets LLC 0.13% New 220,800 $8.2M
D. E. Shaw & Co. 0.01% Add +105.3% 218,207 $8.1M
Pinebridge Investments, L.P. 0.06% Reduce -53.8% 216,568 $8.0M
Alaska Permanent Fund Corp 0.12% Reduce -4.1% 214,818 $8.0M
Bourgeon Capital Management LLC 1.55% Add +1.1% 213,325 $7.9M
Walleye Capital LLC 0.09% Reduce -22.3% 211,706 $7.8M
Prudential PLC 0.06% Add +13.8% 210,858 $7.8M
Gladstone Institutional Advisory LLC 0.42% Reduce -0.5% 208,279 $7.7M
Allianz SE 0.24% — 205,978 $7.6M
Ilmarinen Mutual Pension Insurance Co 0.09% No change 204,000 $7.6M
Community Bank of Raymore 3.54% Reduce -1.0% 203,405 $7.5M
M. Kulyk & Associates, LLC 1.74% Add +0.5% 202,978 $7.5M
Orion Porfolio Solutions, LLC 0.08% Add +1.6% 200,824 $7.4M
Orion Portfolio Solutions, LLC 0.08% Add +1.6% 200,824 $7.4M
Oppenheimer & Co. Inc. 0.12% Reduce -1.3% 195,085 $7.2M
Boothbay Fund Management, LLC 0.23% New 194,461 $7.2M
Kestra Advisory Services, LLC 0.05% Add +0.3% 190,008 $7.0M
Trexquant Investment LP 0.14% New 184,269 $6.8M
Miller Howard Investments Inc. 0.22% Reduce -0.1% 181,454 $6.7M
Elo Mutual Pension Insurance Co 0.16% Add +3.1% 180,563 $6.7M
Skylands Capital, LLC 0.91% Reduce -9.3% 178,250 $6.6M
Yaupon Capital Management LP 0.57% New 177,800 $6.6M
Mackenzie Financial Corp. 0.01% Add +1.5% 176,909 $6.6M
DAVENPORT & Co LLC 0.04% Add +1.7% 176,907 $6.6M
Knights of Columbus Asset Advisors LLC 0.47% Reduce -12.5% 176,622 $6.5M
Aull & Monroe Investment Management Corp 3.00% Reduce -0.2% 176,530 $6.5M
Profund Advisors LLC 0.25% Reduce -1.9% 175,714 $6.5M
Sfmg, LLC 0.56% Reduce -40.8% 175,609 $6.5M
Rathbones Group PLC 0.04% Reduce -14.0% 174,353 $6.5M
Beacon Pointe Advisors, LLC 0.07% Add +0.7% 171,422 $6.4M
Oregon Public Employees Retirement Fund 0.12% Add +9.5% 168,917 $6.3M
Gulf International Bank (UK) Ltd 0.16% Add +0.4% 168,887 $6.3M
Burney Co./ 0.24% Reduce -5.2% 168,641 $6.3M
Teachers Retirement System of the State of Kentucky 0.05% Reduce -5.8% 165,462 $6.1M
Blair William & Co. 0.02% Add +11.6% 164,120 $6.1M
Gotham Asset Management 0.09% Add +68.6% 162,898 $6.0M
Cresset Asset Management, LLC 0.03% Add +24.0% 158,970 $5.9M
Spire Wealth Management 0.11% Reduce -2.0% 158,940 $5.9M
Peapack Gladstone Financial Corp. 0.09% Reduce -13.2% 157,699 $5.8M
Hantz Financial Services, Inc. 0.11% Reduce -4.6% 157,218 $5.8M
Partners Capital Investment Group, LLP 0.17% Reduce -50.9% 156,140 $5.8M
Vanguard Personalized Indexing Management, LLC 0.12% Add +6.6% 155,632 $5.8M
Castleark Management LLC 0.24% No change 155,610 $5.8M
CIBC Private Wealth Group LLC 0.01% Add +2.0% 156,765 $5.8M
Equitable Trust Co. 0.40% Reduce -0.0% 154,462 $5.7M
Parsons Capital Management Inc. 0.39% Reduce -0.7% 154,140 $5.7M
TD Waterhouse Canada Inc. 0.04% Reduce -0.0% 134,488 $5.6M
Kentucky Retirement Systems 0.17% Reduce -5.1% 150,073 $5.6M
Journey Advisory Group, LLC 0.68% Add +62.7% 147,483 $5.5M
Regions Financial Corp. 0.04% Add +1.0% 144,895 $5.4M
AdvisorNet Financial, Inc 0.52% Reduce -1.5% 144,766 $5.4M
Atria Investments, Inc 0.07% Add +21.3% 144,264 $5.3M
Daiichi Life Insurance Co., Ltd. 0.12% Reduce -1.6% 143,913 $5.3M
T. Rowe Price Investment Management, Inc. 0.00% Add +66.6% 143,594 $5.3M
Maryland State Retirement & Pension System 0.11% No change 154,773 $5.3M
Cornerstone Advisors, LLC 0.22% Reduce -16.9% 142,300 $5.3M
KBC Group NV 0.02% Reduce -74.9% 141,671 $5.3M
Oliver Luxxe Assets LLC 1.10% Add +1075.9% 141,458 $5.2M
Donaldson Capital Management, LLC 0.22% Add +6.8% 141,253 $5.2M
Ancora Advisors LLC 0.12% Reduce -1.1% 138,097 $5.1M
First National Trust Co 0.21% Add +1026.1% 137,196 $5.1M
Fayez Sarofim & Co 0.01% No change 134,349 $5.0M
United Capital Financial Advisors, LLC 0.04% Reduce -4.1% 133,390 $4.9M
CenterBook Partners LP 0.34% Add +133.2% 133,065 $4.9M
Teza Capital Management LLC 0.65% Add +1137.5% 132,195 $4.9M
PGGM Investments 0.07% Add +141.7% 132,039 $4.9M
Tidal Investments LLC 0.08% Add +3.7% 131,410 $4.9M
Synovus Financial Corp. 0.06% Reduce -1.1% 130,286 $4.8M
Huntington National Bank 0.05% Add +1.5% 129,906 $4.8M
Townsquare Capital LLC 0.07% Add +18.1% 129,533 $4.8M
Hartford Investment Management Co. 0.17% Reduce -4.1% 127,852 $4.7M
Summit Financial Group, Inc. 1.67% Reduce -9.6% 127,024 $4.7M
SpiderRock Advisors, LLC 0.15% — 125,637 $4.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.17% Add +2992.8% 125,941 $4.7M
Mount Vernon Associates Inc. 3.97% New 125,652 $4.7M
Tower Research Capital LLC (TRC) 0.11% Reduce -62.8% 123,456 $4.6M
Highland Capital Management, LLC 0.26% Reduce -0.1% 123,019 $4.6M
Oppenheimer Asset Management Inc. 0.07% Reduce -12.8% 122,852 $4.6M
Vestcor Inc 0.16% Add +8.9% 122,831 $4.6M
JCIC Asset Management Inc. 1.88% Reduce -2.1% 122,699 $4.5M
Pinnacle Associates Ltd. 0.07% Reduce -1.8% 122,238 $4.5M
Private Advisor Group, LLC 0.03% Reduce -22.1% 122,125 $4.5M
Federation des caisses Desjardins du Quebec 0.03% Reduce -23.1% 124,762 $4.5M
Magnetar Financial LLC 0.12% New 121,356 $4.5M
Signaturefd, LLC 0.09% Reduce -10.1% 120,984 $4.5M
DCM Advisors, LLC 1.83% Reduce -7.4% 119,902 $4.4M
Wharton Business Group, LLC 0.21% No change 119,855 $4.4M
Signet Investment Advisory Group, Inc. 2.42% Add +4.9% 119,425 $4.4M
Cornercap Investment Counsel Inc. 0.68% Reduce -1.0% 119,071 $4.4M
Gold Investment Management Ltd. 1.77% Reduce -0.3% 118,329 $4.4M
Envestnet Portfolio Solutions, Inc. 0.02% Add +4.5% 117,902 $4.4M
Bessemer Group Inc. 0.01% Add +49.1% 117,154 $4.3M
Atlantic Union Bankshares Corp 0.37% Add +2.4% 117,137 $4.3M
New England Research & Management, Inc. 2.13% Add +0.1% 117,106 $4.3M
Securian Asset Management, Inc. 0.13% Reduce -7.0% 116,393 $4.3M
Fca Corp. 1.39% Add +0.3% 115,893 $4.3M
Jennison Associates LLC 0.00% Add +0.9% 115,704 $4.3M
Cottage Street Advisors LLC 2.59% Add +0.0% 115,654 $4.3M
NEOS Investment Management LLC 0.26% Add +23.4% 114,861 $4.3M
Credit Agricole S A 0.07% Add +118.6% 123,192 $4.2M
Berkeley, Inc 2.55% Reduce -0.4% 113,402 $4.2M
Old National Bancorp 0.10% Reduce -8.4% 113,343 $4.2M
Rowlandmiller & Partners.adv 0.88% Reduce -1.5% 112,447 $4.2M
Sage Capital Advisors,llc 1.20% Reduce -0.1% 111,535 $4.1M
Whittier Trust Co. 0.06% Add +0.9% 109,405 $4.1M
Citadel Advisors 0.00% Reduce -75.7% 109,048 $4.0M
B. Riley Wealth Advisors, Inc. 0.11% Add +4.1% 129,869 $4.0M
Ethic Inc. 0.10% Add +1.4% 106,939 $4.0M
Empowered Funds, LLC 0.07% Add +315.8% 106,161 $3.9M
Gries Financial LLC 0.66% Add +0.0% 105,986 $3.9M
Butensky & Cohen Financial Security, Inc. 1.22% Reduce -1.2% 105,980 $3.9M
London Co. of Virginia 0.02% No change 105,934 $3.9M
Glassy Mountain Advisors, Inc. 1.47% Add +1.2% 105,409 $3.9M
Legacy CG, LLC 1.41% Reduce -0.1% 104,518 $3.9M
Ieq Capital, LLC 0.06% Add +12.0% 104,503 $3.9M
Composition Wealth, LLC 0.10% Add +0.3% 103,563 $3.8M
Intact Investment Management Inc. 0.15% Add +1.0% 103,500 $3.8M
Genus Capital Management Inc. 0.49% — 102,265 $3.8M
Baker Chad R 0.81% No change 102,000 $3.8M
Baxter Bros Inc. 0.48% Reduce -0.0% 100,243 $3.7M
Scopus Asset Management, L.P. 0.12% New 100,000 $3.7M
New Mexico Educational Retirement Board 0.13% Reduce -6.0% 99,518 $3.7M
Johnson Investment Counsel Inc. 0.04% Reduce -4.3% 99,058 $3.7M
Ossiam 0.06% Add +15.5% 98,803 $3.7M
Prime Capital Investment Advisors, LLC 0.05% Add +31.4% 97,954 $3.6M
Siemens Fonds Invest GmbH 0.28% Reduce -1.3% 97,572 $3.6M
Atom Investors LP 0.45% New 96,872 $3.6M
Procyon Advisors, LLC 0.28% Add +0.2% 96,717 $3.6M
Independent Advisor Alliance 0.13% Add +0.8% 96,657 $3.6M
Hancock Whitney Corp. 0.12% Add +0.2% 96,160 $3.6M
B. Metzler seel. Sohn & Co. AG 0.04% Reduce -18.8% 95,316 $3.5M
BI Asset Management Fondsmaeglerselskab A/S 0.07% Reduce -52.8% 95,248 $3.5M
CFO4Life Group, LLC 0.64% Reduce -3.1% 94,964 $3.5M
Cwm, LLC 0.02% Add +0.1% 94,954 $3.5M
Alps Advisors Inc. 0.02% Reduce -9.0% 94,093 $3.5M
Intech Investment Management LLC 0.05% Reduce -33.4% 94,061 $3.5M
Forvis Mazars Wealth Advisors, LLC 0.09% Reduce -1.0% 94,005 $3.5M
Atria Wealth Solutions, Inc. 0.04% Add +7.8% 93,945 $3.5M
Capital International Sarl 0.11% Reduce -7.3% 93,483 $3.5M
Groupama Asset Managment 0.06% Reduce -54.6% 48,404 $3.5M
Jefferies Financial Group Inc. 0.08% Reduce -77.5% 93,400 $3.5M
Wellington Management Group LLP 0.00% Add +16.2% 93,322 $3.5M
Steward Partners Investment Advisory, LLC 0.04% Add +18.9% 93,194 $3.5M
Agf Management Ltd. 0.02% Reduce -7.8% 93,132 $3.5M
Van Hulzen Asset Management, LLC 0.23% Reduce -2.4% 93,000 $3.4M
Sequoia Financial Advisors, LLC 0.04% Reduce -20.6% 92,946 $3.4M
Simplicity Wealth,LLC 0.08% New 107,787 $3.4M
Bleakley Financial Group, LLC 0.10% Add +1.8% 91,892 $3.4M
Ritholtz Wealth Management 0.12% Add +0.8% 91,793 $3.4M
Cedar Brook Financial Partners, LLC 0.67% Add +0.0% 91,286 $3.4M
Anchor Investment Management, LLC 0.35% No change 90,379 $3.4M
Naples Global Advisors, LLC 0.34% Add +2.4% 90,325 $3.3M
CX Institutional 0.16% Reduce -0.7% 89,951 $3.3M
CreativeOne Wealth, LLC 0.13% Add +13.7% 89,172 $3.3M
Stephens Inc. 0.05% Add +3.1% 89,043 $3.3M
Factorial Partners, LLC 1.87% Add +42.2% 88,900 $3.3M
Richard Bernstein Advisors LLC 0.07% No change 88,667 $3.3M
Costello Asset Management, INC 2.34% Add +4.3% 88,099 $3.3M
Kestra Private Wealth Services, LLC 0.07% Reduce -2.2% 87,696 $3.3M
First National Advisers, LLC 0.72% Add +20.1% 92,161 $3.2M
Norinchukin Bank, The 0.10% Reduce -2.2% 86,526 $3.2M
Argent Trust Co 0.14% Reduce -0.9% 86,520 $3.2M
Onex Canada Asset Management Inc. 0.32% Reduce -8.0% 86,052 $3.2M
Greenleaf Trust 0.03% Add +2.2% 85,791 $3.2M
FourThought Financial Partners, LLC 0.36% Add +1.7% 85,554 $3.2M
Quantinno Capital Management LP 0.07% Add +18.3% 84,837 $3.1M
Avantax Advisory Services, Inc. 0.03% Reduce -17.7% 82,313 $3.1M
First PREMIER Bank 0.81% Reduce -0.5% 82,312 $3.1M
Advisory Services Network, LLC 0.07% Add +1.0% 82,296 $3.1M
Quantitative Investment Management, LLC 0.18% Reduce -51.2% 81,881 $3.0M
Penobscot Investment Management Company, Inc. 0.32% Reduce -8.0% 81,412 $3.0M
Pinnbrook Capital Management LP 0.52% New 81,076 $3.0M
Jump Financial, LLC 0.08% Add +222.3% 80,929 $3.0M
Moors & Cabot, Inc. 0.16% Reduce -4.1% 80,604 $3.0M
Savant Capital, LLC 0.03% Add +14.4% 80,132 $3.0M
Bokf, NA 0.05% Add +7.2% 80,532 $3.0M
Metropolitan Life Insurance Co 0.13% Reduce -0.9% 79,703 $3.0M
NewEdge Advisors, LLC 0.03% Add +39.9% 79,319 $2.9M
Ameritas Investment Partners, Inc. 0.10% Reduce -1.5% 78,157 $2.9M
Scotia Capital Inc. 0.02% Add +5.1% 78,130 $2.9M
M&R Capital Management Inc. 0.71% Reduce -0.5% 78,145 $2.9M
Bar Harbor Wealth Management 0.19% Reduce -0.9% 78,083 $2.9M
Zimmer Partners, LP 0.06% No change 77,100 $2.9M
Empirical Finance, LLC 0.17% Add +3.2% 76,604 $2.8M
Park Avenue Securities LLC 0.04% Add +6.8% 76,256 $2.8M
Stock Yards Bank & Trust Co. 0.09% Reduce -7.4% 74,683 $2.8M
Vinva Investment Management Ltd 0.15% Add +5.5% 74,153 $2.7M
Vident Advisory, LLC 0.06% Reduce -83.3% 73,510 $2.7M
Tower Bridge Advisors 0.28% Reduce -0.6% 72,874 $2.7M
Institute for Wealth Management, LLC. 0.35% Reduce -0.0% 72,444 $2.7M
First United Bank & Trust 0.99% Reduce -12.0% 71,934 $2.7M
Rakuten Investment Management, Inc. 0.02% Add +1365.5% 71,926 $2.7M
Augustine Asset Management Inc. 1.11% Reduce -0.4% 71,808 $2.7M
HighPoint Advisor Group LLC 0.19% Reduce -0.4% 76,861 $2.7M
Azzad Asset Management Inc. 0.31% Add +1.5% 71,084 $2.6M
Buckingham Strategic Wealth, LLC 0.03% Add +0.6% 71,050 $2.6M
Knott David M Jr 0.92% No change 70,000 $2.6M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -3.0% 69,907 $2.6M
MTM Investment Management, LLC 1.07% Reduce -0.3% 69,790 $2.6M
Heritage Wealth Advisors 0.12% Add +0.4% 69,773 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.12% Reduce -0.8% 69,244 $2.6M
Icon Advisers Inc. 0.57% No change 69,500 $2.6M
Allworth Financial LP 0.02% Add +37.0% 68,922 $2.6M
Wealthfront Advisers LLC 0.01% Add +15.8% 68,863 $2.6M
Williams Jones Wealth Management, LLC. 0.03% Reduce -2.6% 68,792 $2.6M
Citizens National Bank Trust Department 0.59% Reduce -1.4% 68,682 $2.5M
Trust Co. of Vermont 0.14% Add +312.7% 68,593 $2.5M
Family Legacy, Inc. 0.91% Reduce -1.8% 68,455 $2.5M
South Dakota Investment Council 0.05% Reduce -8.6% 67,869 $2.5M
Petredis Investment Advisors LLC 0.30% Add +2.7% 67,679 $2.5M
Focus Partners Wealth 0.02% Add +38.3% 67,651 $2.5M
HB Wealth Management, LLC 0.03% Reduce -5.9% 67,589 $2.5M
Martingale Asset Management L P 0.05% New 67,456 $2.5M
Community Bank, N.A. 0.32% Reduce -0.6% 66,060 $2.4M
Clearbridge Investments, LLC 0.00% Add +1.8% 66,026 $2.4M
Wulff, Hansen & Co. 2.43% No change 65,578 $2.4M
AlphaQuest LLC 0.42% Add +82.6% 65,361 $2.4M
Wesbanco Bank Inc. 0.09% Reduce -6.8% 65,269 $2.4M
Kentucky Retirement Systems Insurance Trust Fund 0.17% Reduce -7.4% 65,214 $2.4M
NorthCoast Asset Management LLC 0.03% New 64,971 $2.4M
Westpac Banking Corp. 0.18% Reduce -7.3% 64,635 $2.4M
Proquility Private Wealth Partners, LLC 0.82% Reduce -1.2% 64,310 $2.4M
Praxis Investment Management Inc. 0.16% No change 63,961 $2.4M
Covey Capital Advisors, LLC 2.86% Reduce -8.2% 63,850 $2.4M
B.O.S.S. Retirement Advisors, LLC 0.90% Reduce -3.3% 68,179 $2.4M
Walleye Trading LLC 0.04% Reduce -10.9% 63,717 $2.4M
Concourse Financial Group Securities, Inc. 0.15% Add +34.1% 63,510 $2.4M
Cedar Mountain Advisors, LLC 0.59% No change 63,318 $2.3M
Aspen Investment Management Inc 1.18% Reduce -1.6% 62,838 $2.3M
Northwestern Mutual Investment Management Company, LLC 0.06% Add +0.3% 62,706 $2.3M
Chapin Davis, Inc. 0.85% Reduce -0.3% 62,595 $2.3M
Metis Global Partners, LLC 0.08% Reduce -13.0% 62,492 $2.3M
First National Bank of Omaha 0.16% Reduce -54.7% 78,286 $2.3M
Geneos Wealth Management Inc. 0.10% Add +0.2% 61,607 $2.3M
New England Asset Management Inc. 0.37% No change 61,500 $2.3M
Polar Asset Management Partners Inc. 0.08% New 61,500 $2.3M
Banco de Sabadell, S.A 1.68% Reduce -1.4% 61,060 $2.3M
Illinois Municipal Retirement Fund 0.03% No change 60,666 $2.2M
Beese Fulmer Investment Management, Inc. 0.21% Reduce -0.6% 60,380 $2.2M
Harvest Fund Management Co., Ltd 0.20% Add +245.9% 60,074 $2.2M
MAI Capital Management 0.02% Add +3.4% 59,231 $2.2M
AAFMAA Wealth Management & Trust LLC 1.19% Add +5.9% 59,028 $2.2M
Ascent Group, LLC 0.19% Add +559.7% 58,779 $2.2M
Neville Rodie & Shaw Inc. 0.16% No change 58,014 $2.2M
Ferguson Wellman Capital Management, Inc. 0.04% No change 57,482 $2.1M
Swiss Life Asset Management Ltd 0.03% Reduce -78.7% 57,144 $2.1M
Eisler Capital (UK) Ltd. 0.26% Add +183.9% 56,816 $2.1M
United Services Automobile Association 0.05% No change 56,382 $2.1M
Barnett & Company, Inc. 1.42% No change 55,950 $2.1M
OneDigital Investment Advisors LLC 0.03% Reduce -8.2% 55,876 $2.1M
City Holding Co. 0.31% Reduce -1.6% 55,806 $2.1M
Associated Banc-Corp 0.07% No change 55,401 $2.1M
Benjamin F. Edwards & Company, Inc. 0.04% Add +52.7% 55,347 $2.1M
Bradley Foster & Sargent Inc. 0.04% Reduce -0.4% 54,771 $2.0M
Meridian Management Co. 0.55% Add +0.0% 54,669 $2.0M
Farmers & Merchants Investments Inc. 0.07% Reduce -1.8% 54,535 $2.0M
Raymond James Trust N.A. 0.05% Reduce -1.7% 54,398 $2.0M
Clearstead Advisors, LLC 0.10% Add +0.1% 58,393 $2.0M
Venture Visionary Partners LLC 0.10% Add +0.8% 54,041 $2.0M
Modera Wealth Management, LLC 0.03% Reduce -3.3% 53,984 $2.0M
Pflug Koory, LLC 0.14% Reduce -0.1% 53,857 $2.0M
CGN Advisors LLC 0.25% Add +1.7% 53,666 $2.0M
Apollon Wealth Management, LLC 0.06% Add +63.6% 53,601 $2.0M
Squarepoint Ops LLC 0.01% Add +0.1% 53,592 $2.0M
Genesee Capital Advisors, LLC 1.08% Reduce -1.2% 53,470 $2.0M
Woodmont Investment Counsel LLC 0.17% Reduce -2.4% 53,286 $2.0M
Lincoln National Corp. 0.03% Add +2.3% 53,220 $2.0M
Prio Wealth Limited Partnership 0.06% Add +1.8% 52,668 $2.0M
Zurich Insurance Group Ltd 0.02% New 52,600 $1.9M
Community Bank & Trust, Waco, Texas 0.47% Add +0.0% 52,197 $1.9M
Pinnacle Wealth Management Advisory Group, LLC 0.21% Add +0.4% 52,126 $1.9M
Quantbot Technologies LP 0.11% New 52,082 $1.9M
Venator Management LLC 0.57% No change 52,045 $1.9M
Liontrust Investment Partners LLP 0.03% Reduce -14.1% 51,687 $1.9M
UMB Bank, n.a. 0.03% Reduce -0.2% 51,665 $1.9M
First Business Financial Services, Inc. 0.21% Add +1.8% 51,647 $1.9M
CHURCHILL MANAGEMENT Corp 0.02% Reduce -13.3% 51,306 $1.9M
Resonant Capital Advisors, LLC 0.16% Add +5.7% 51,302 $1.9M
Sustainable Insight Capital Management, LLC 1.36% Add +22.0% 51,000 $1.9M
BLB&B Advisors, LLC 0.11% Reduce -9.8% 50,757 $1.9M
Kingsview Wealth Management, LLC 0.05% Add +4.8% 50,619 $1.9M
Hudson Canyon Capital Management 1.21% No change 50,601 $1.9M
Outfitters Financial LLC 1.53% Reduce -0.4% 50,350 $1.9M
Kahn Brothers Group Inc. 0.28% No change 50,320 $1.9M
Prospera Financial Services Inc 0.06% Add +63.3% 50,254 $1.9M
Lido Advisors, LLC 0.02% Add +2.6% 50,270 $1.9M
Firethorn Wealth Partners, LLC 1.09% Add +0.5% 50,143 $1.9M
Sumitomo Life Insurance Co. 0.05% Reduce -3.8% 49,680 $1.8M
Blue Trust, Inc. 0.03% Add +62.3% 48,815 $1.8M
First Trust Direct Indexing L.P. 0.13% Add +13.5% 48,775 $1.8M
Americana Partners, LLC 0.15% No change 48,667 $1.8M
Portfolio Design Labs, LLC 0.60% New 48,011 $1.8M
Carmel Capital Partners, LLC 0.73% Add +2.0% 47,956 $1.8M
Lombard Odier Asset Management (Europe) Ltd 0.17% Add +13.6% 47,844 $1.8M
Bath Savings Trust Co 0.19% Add +0.1% 47,742 $1.8M
LaSalle St. Investment Advisors, LLC 0.99% No change 49,518 $1.8M
Dagco, Inc. 0.81% New 47,692 $1.8M
Ables, Iannone, Moore & Associates, Inc. 1.25% Reduce -0.9% 47,345 $1.8M
Fiduciary Trust Co 0.03% Add +6.0% 47,192 $1.7M
Summit Trail Advisors, LLC 0.05% Add +237.1% 47,064 $1.7M
EP Wealth Advisors, LLC 0.02% Reduce -9.8% 46,583 $1.7M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.5% 46,434 $1.7M
Sanchez Wealth Management Group 0.58% Reduce -1.8% 46,264 $1.7M
Tokio Marine Asset Management Co. Ltd. 0.09% Add +8.4% 45,993 $1.7M
Wedbush Securities Inc. 0.06% Add +33.7% 45,859 $1.7M
Y-Intercept (Hong Kong) Ltd 0.13% Reduce -38.3% 45,204 $1.7M
Coldstream Capital Management Inc. 0.04% Add +12.3% 45,037 $1.7M
Smithfield Trust Co 0.09% Reduce -1.4% 45,091 $1.7M
Idaho Trust Co 1.61% New 44,897 $1.7M
Fingerlakes Wealth Management, Inc. 1.61% Reduce -6.0% 44,897 $1.7M
Ballentine Partners, LLC 0.03% Reduce -18.9% 44,807 $1.7M
Diversified Trust Co. 0.05% Add +120.7% 44,778 $1.7M
E. Ohman J:or Asset Management AB 0.04% Add +31.8% 44,690 $1.7M
Sigma Planning Corp 0.05% Add +195.1% 44,668 $1.7M
Value Partners Investments Inc. 0.14% Add +9.0% 44,669 $1.7M
Kintegral Advisory, LLC 0.17% Reduce -0.3% 44,516 $1.7M
Erste Asset Management GmbH 0.02% Add +2.9% 44,645 $1.6M
Waters Parkerson & Co., LLC 0.08% Add +0.8% 44,310 $1.6M
Guardian Investment Management 1.32% Reduce -2.0% 44,250 $1.6M
IHT Wealth Management, LLC 0.07% Reduce -0.5% 44,122 $1.6M
Public Sector Pension Investment Board 0.01% Add +7.0% 44,045 $1.6M
WBH Advisory Inc. 0.17% Reduce -0.1% 43,820 $1.6M
Florida Trust Wealth Management Co 0.06% Add +0.1% 43,812 $1.6M
Centiva Capital, LP 0.10% Add +29.1% 43,680 $1.6M
Atlanta Consulting Group Advisors, LLC 0.55% — 43,168 $1.6M
Acadian Asset Management LLC 0.01% Add +12.0% 42,999 $1.6M
Valeo Financial Advisors, LLC 0.06% Add +2.6% 47,268 $1.6M
Inspire Investing, LLC 0.16% Reduce -3.4% 42,734 $1.6M
Citadel Investment Advisory, Inc. 0.89% Add +0.1% 42,710 $1.6M
Redwood Investment Management, LLC 0.15% New 42,380 $1.6M
Cascade Investment Advisors, Inc. 1.02% Add +0.6% 42,331 $1.6M
Investment Management Corp of Ontario 0.05% Reduce -9.7% 42,267 $1.6M
Studio Investment Management LLC 0.37% Reduce -1.3% 42,110 $1.6M
Fiduciary Group, LLC 0.17% Reduce -1.3% 41,899 $1.6M
TCW Group Inc. 0.02% Reduce -25.5% 41,764 $1.5M
Grandview Asset Management LLC 0.70% Reduce -2.6% 41,504 $1.5M
Meeder Advisory Services, Inc. 0.16% Add +2.8% 41,397 $1.5M
Traynor Capital Management, Inc. 0.15% Add +6.9% 41,389 $1.5M
Marco Investment Management LLC 0.14% No change 40,928 $1.5M
D.B. Root & Company, LLC 0.51% Add +3.3% 40,838 $1.5M
Clifford Swan Investment Counsel LLC 0.06% Reduce -0.1% 40,807 $1.5M
Bahl & Gaynor LLC 0.01% Reduce -0.6% 40,757 $1.5M
Alhambra Investment Management LLC 0.82% Reduce -44.6% 40,589 $1.5M
LBP Am SA 0.06% New 40,563 $1.5M
First National Bank Sioux Falls 0.82% No change 40,500 $1.5M
Cohen Klingenstein LLC 0.06% No change 40,500 $1.5M
Delta Investment Management, LLC 0.34% Reduce -0.1% 40,486 $1.5M
Lloyd Advisory Services, LLC. 0.32% Add +564.2% 40,325 $1.5M
Decatur Capital Management, Inc. 0.81% Reduce -1.0% 40,213 $1.5M
Roundview Capital LLC 0.12% Add +2.2% 39,878 $1.5M
Coronation Fund Managers Ltd. 0.04% Reduce -95.5% 39,865 $1.5M
Leavell Investment Management, Inc. 0.08% Add +3.2% 39,027 $1.4M
Conway Capital Management, Inc. 0.81% Reduce -6.8% 39,000 $1.4M
Nilsine Partners, LLC 0.20% No change 38,895 $1.4M
Cullen Investment Group, LTD. 0.23% Add +4.4% 39,439 $1.4M
Jacobi Capital Management LLC 0.13% Reduce -0.3% 38,628 $1.4M
Kanawha Capital Management LLC 0.11% Reduce -0.5% 38,603 $1.4M
Nebula Research & Development LLC 0.31% New 38,524 $1.4M
Linscomb Wealth, Inc. 0.07% Add +3.6% 38,432 $1.4M
Capital Investment Advisors, LLC 0.03% Add +12.4% 38,412 $1.4M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.60% Reduce -1.1% 38,214 $1.4M
Congress Park Capital LLC 0.62% Reduce -2.4% 38,040 $1.4M
Sovereign Financial Group, Inc. 0.37% Reduce -2.3% 37,839 $1.4M
StoneX Group Inc. 0.13% Reduce -6.3% 37,739 $1.4M
Weatherly Asset Management L. P. 0.13% Reduce -1.3% 37,625 $1.4M
Moneta Group Investment Advisors LLC 0.02% Add +7.7% 37,598 $1.4M
Pitcairn Co. 0.09% Add +2.9% 37,576 $1.4M
Massachusetts Wealth Management 0.98% Add +5.6% 37,540 $1.4M
Sherbrooke Park Advisers LLC 0.27% New 37,538 $1.4M
Raab & Moskowitz Asset Management LLC 0.39% Reduce -0.1% 37,419 $1.4M
Sheaff Brock Investment Advisors, LLC 0.11% Reduce -6.6% 37,354 $1.4M
Foundations Investment Advisors, LLC 0.04% Add +7.2% 37,198 $1.4M
Lindbrook Capital, LLC 0.13% Add +1.2% 36,881 $1.4M
V-Square Quantitative Management LLC 0.19% Add +27.8% 36,779 $1.4M
Sheets Smith Wealth Management 0.15% Add +0.3% 36,681 $1.4M
Reynders McVeigh Capital Management, LLC 0.08% Reduce -3.7% 36,641 $1.4M
PBMares Wealth Management LLC 0.35% Add +0.5% 36,629 $1.4M
Aft, Forsyth & Sober, LLC 0.48% No change 36,600 $1.4M
Spirit of America Management Corp. 0.27% No change 36,600 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +1.9% 36,471 $1.4M
Robertson Stephens Wealth Management, LLC 0.07% Add +148.1% 36,282 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +0.7% 36,257 $1.3M
J.W. Cole Advisors, Inc. 0.07% Add +64.7% 36,303 $1.3M
SVB Wealth LLC 0.03% Reduce -0.5% 36,237 $1.3M
Chatham Capital Group, Inc. 0.25% Reduce -0.0% 36,206 $1.3M
Versor Investments LP 0.27% Add +69.2% 36,038 $1.3M
Advisory Alpha, LLC 0.05% Add +7.9% 35,924 $1.3M
Western Wealth Management, LLC 0.10% Add +1.8% 35,832 $1.3M
Perigon Wealth Management, LLC 0.04% Add +8.2% 35,791 $1.3M
Gibraltar Capital Management, Inc. 0.62% Reduce -2.5% 35,781 $1.3M
Cullen Capital Management, LLC 0.01% Add +11.7% 35,755 $1.3M
Dynamic Advisor Solutions LLC 0.04% Add +10.1% 35,503 $1.3M
Pinnacle Financial Partners Inc 0.03% Reduce -8.8% 35,427 $1.3M
Wright Investors Service Inc. 0.33% Reduce -2.9% 35,386 $1.3M
Sapient Capital LLC 0.03% No change 35,355 $1.3M
Meiji Yasuda Life Insurance Co 0.03% Add +25.0% 35,214 $1.3M
Weil Company, Inc. 0.52% No change 35,200 $1.3M
WealthTrust Axiom LLC 0.42% Reduce -16.8% 35,116 $1.3M
Country Club Bank 0.09% No change 35,114 $1.3M
Moore Capital Management, LP 0.03% New 35,030 $1.3M
Vaughan David Investments LLC 0.03% Reduce -10.6% 34,776 $1.3M
Cary Street Partners Investment Advisory LLC 0.05% Reduce -0.6% 34,680 $1.3M
Wilbanks Smith & Thomas Asset Management LLC 0.04% Add +0.2% 34,305 $1.3M
First Hawaiian Bank 0.04% Reduce -0.7% 34,060 $1.3M
Equitable Holdings, Inc. 0.01% Reduce -16.4% 34,060 $1.3M
Horizon Investments, LLC 0.03% Add +1.8% 34,005 $1.3M
Cobblestone Asset Management LLC 0.85% Add +0.7% 33,799 $1.3M
Harbour Trust & Investment Management Co 0.16% Reduce -5.1% 33,657 $1.2M
Federated Hermes, Inc. 0.00% Reduce -12.9% 33,333 $1.2M
Coastline Trust Co 0.15% Reduce -37.3% 33,171 $1.2M
Tudor Investment Corporation 0.01% Add +71.9% 32,908 $1.2M
Trivium Point Advisory, LLC 0.26% Add +71.6% 32,873 $1.2M
Citizens Financial Group Inc. 0.04% Add +1.6% 32,823 $1.2M
Cascade Financial Partners, LLC 0.18% — 34,410 $1.2M
STF Management LP 0.53% Reduce -1.4% 32,786 $1.2M
VELA Investment Management, LLC 0.44% No change 32,514 $1.2M
Valmark Advisers, Inc. 0.02% Reduce -4.8% 32,048 $1.2M
Taylor Hoffman Wealth Management 0.50% Reduce -0.7% 31,689 $1.2M
Intrust Bank NA 0.13% Reduce -1.3% 31,615 $1.2M
WASHINGTON TRUST Co 0.04% No change 31,568 $1.2M
Ullmann Wealth Partners Group, LLC 0.17% Add +0.0% 31,519 $1.2M
Intellectus Partners, LLC 0.31% Add +1.9% 31,414 $1.2M
Avidian Wealth Enterprises, LLC 0.06% Add +21.3% 31,295 $1.2M
Highview Capital Management LLC 0.52% New 31,163 $1.2M
Transcend Capital Advisors, LLC 0.09% Add +0.1% 31,162 $1.2M
Private Trust Co. NA 0.12% Reduce -2.3% 31,046 $1.2M
Wealthspire Advisors, LLC 0.02% Reduce -2.1% 30,644 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.27% Add +0.9% 30,631 $1.1M
Systematic Financial Management LP 0.03% No change 30,600 $1.1M
Fulton Bank, N.A. 0.05% Reduce -1.7% 30,466 $1.1M
Harbor Investment Advisory, LLC 0.12% Reduce -0.2% 30,219 $1.1M
Sage Investment Advisers LLC 1.28% Reduce -4.1% 30,210 $1.1M
Ontario Teachers Pension Plan Board 0.01% Add +35.8% 30,158 $1.1M
Wellington Shields & Co., LLC 0.37% No change 30,000 $1.1M
Harbor Advisors LLC 0.20% No change 30,000 $1.1M
Everhart Financial Group, Inc. 0.32% Add +7.0% 29,994 $1.1M
Sawgrass Asset Management LLC 0.12% No change 29,801 $1.1M
Daymark Wealth Partners, LLC 0.06% Add +34.1% 29,797 $1.1M
L.M. Kohn & Company 0.31% Reduce -0.0% 29,670 $1.1M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +22.1% 29,645 $1.1M
Aviance Capital Partners, LLC 0.16% Add +340.0% 29,636 $1.1M
SkyOak Wealth, LLC 0.26% No change 29,600 $1.1M
Graham Capital Management, L.P. 0.06% Reduce -25.3% 29,571 $1.1M
Hunter Perkins Capital Management, LLC 0.22% Reduce -18.1% 29,500 $1.1M
Diversify Advisory Services, LLC 0.06% — 29,580 $1.1M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -0.3% 29,316 $1.1M
Fruth Investment Management 0.28% Reduce -0.7% 29,300 $1.1M
Biltmore Wealth Management, LLC 0.52% No change 31,293 $1.1M
Patrick M Sweeney & Associates, Inc. 0.89% Add +2.1% 29,197 $1.1M
Legacy Private Trust Co. 0.08% No change 29,075 $1.1M
Acorn Wealth Advisors, LLC 0.56% Reduce -0.5% 29,057 $1.1M
Criterion Capital Advisors, LLC 0.72% Add +16.8% 29,010 $1.1M
Howland Capital Management LLC 0.05% Reduce -0.0% 28,896 $1.1M
Busey Bank 0.04% Add +1.7% 28,844 $1.1M
Point72 Asia (Singapore) Pte. Ltd. 0.28% Add +29.9% 28,796 $1.1M
Mission Wealth Management, LP 0.03% Add +4.9% 28,752 $1.1M
Westfield Capital Management Co. LP 0.01% No change 28,590 $1.1M
Essex Financial Services, Inc. 0.10% Reduce -8.2% 28,328 $1.1M
Navalign, LLC 0.35% Add +2.0% 28,145 $1.0M
Meeder Asset Management Inc. 0.07% New 28,089 $1.0M
Unigestion Holding SA 0.05% Add +13.2% 27,946 $1.0M
Vista Investment Management 0.42% Reduce -5.0% 27,937 $1.0M
TD Private Client Wealth LLC 0.03% Add +17.6% 27,705 $1.0M
Morse Asset Management, Inc 0.26% No change 27,700 $1.0M
Godshalk Welsh Capital Management, Inc. 0.69% Reduce -0.7% 27,690 $1.0M
Stratos Wealth Advisors, LLC 0.06% Reduce -1.9% 27,682 $1.0M
Brooks, Moore & Associates, Inc. 0.66% Reduce -10.5% 27,679 $1.0M
Concurrent Investment Advisors, LLC 0.04% Add +6.4% 27,583 $1.0M
Adirondack Trust Co. 0.43% Reduce -0.1% 27,535 $1.0M
Lyell Wealth Management, LP 0.10% Add +0.6% 27,508 $1.0M
Seneca House Advisors 0.44% No change 27,502 $1.0M
Eagle Asset Management Inc. 0.01% Add +34.2% 27,631 $1.0M
Community Trust & Investment Co. 0.07% Reduce -14.4% 27,354 $1.0M
Pittenger & Anderson Inc. 0.04% No change 27,180 $1.0M
Campbell & CO Investment Adviser LLC 0.09% New 27,139 $1.0M
Brookstone Capital Management 0.02% Add +15.6% 27,113 $1.0M
AA Financial Advisors, LLC 0.40% New 27,013 $1.0M
Waverly Advisors, LLC 0.02% Add +72.5% 26,472 $981K
Lecap Asset Management Ltd. 0.20% Add +8.6% 26,408 $979K
Cadinha & Co. LLC 0.17% No change 26,246 $973K
Symmetry Partners, LLC 0.08% No change 26,163 $970K
Dynamic Technology Lab Private Ltd 0.10% New 26,064 $966K
Wealthcare Advisory Partners LLC 0.03% Add +24.7% 26,008 $964K
Northstar Group, Inc. 0.20% Reduce -0.8% 25,989 $963K
Commonwealth Financial Services, LLC 0.23% No change 27,693 $960K
Threadgill Financial, LLC 0.43% Add +2.0% 25,875 $959K
RMR Wealth Builders 0.12% Add +1.1% 25,801 $956K
Ninepoint Partners LP 0.12% Reduce -19.0% 25,768 $955K
Arkadios Wealth Advisors 0.07% Reduce -4.4% 25,752 $955K
Sonora Investment Management Group, LLC 0.08% Reduce -0.6% 25,737 $954K
Walker Asset Management, LLC 0.63% Add +0.9% 25,669 $952K
Quantum Private Wealth, LLC 0.35% Reduce -0.0% 25,646 $951K
Shell Asset Management Co. 0.04% Reduce -54.4% 28,389 $950K
Boston Financial Mangement LLC 0.03% No change 25,612 $949K
Outlook Wealth Advisors, LLC 0.29% Reduce -0.7% 25,598 $949K
USA Financial Formulas 0.15% New 25,546 $947K
Grove Bank & Trust 0.16% Reduce -0.6% 25,521 $946K
Checchi Capital Advisers, LLC 0.07% Reduce -0.4% 25,490 $945K
Benin Management CORP 0.30% Reduce -0.1% 25,300 $938K
Cambridge Trust Co. 0.04% Add +3.1% 25,281 $937K
Werlinich Asset Management, LLC 0.60% No change 25,026 $922K
XML Financial, LLC 0.09% Add +0.0% 24,868 $922K
Aberdeen Wealth Management LLC 0.54% Reduce -1.2% 24,800 $919K
SouthState Bank Corp 0.07% Add +1.2% 24,790 $919K
Boyd Watterson Asset Management LLC 0.33% Reduce -0.5% 24,681 $915K
ICA Group Wealth Management, LLC 0.18% Add +272.4% 24,678 $915K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% Reduce -2.4% 24,551 $910K
Main Street Financial Solutions, LLC 0.10% Reduce -1.8% 24,336 $902K
Csenge Advisory Group 0.05% Add +27.0% 24,320 $902K
Jackson, Grant Investment Advisers, Inc. 0.37% Add +0.1% 24,248 $899K
Wellington Shields Capital Management, LLC 0.17% Reduce -0.9% 24,233 $898K
Abbot Financial Management, Inc. 0.49% Reduce -3.6% 24,105 $894K
Integrated Advisors Network LLC 0.05% Add +56.9% 24,063 $892K
Faithward Advisors, LLC 0.16% Add +7.7% 24,040 $891K
Valley Brook Capital Group, Inc. 0.71% Reduce -2.6% 24,025 $891K
Quadrant Capital Group LLC 0.07% Add +0.5% 24,016 $890K
E Fund Management Co., Ltd. 0.05% Add +21.6% 23,919 $887K
MIdWestOne Financial Group, Inc. 0.16% No change 23,826 $883K
Syon Capital LLC 0.08% Add +0.9% 23,714 $879K
Midwest Financial Group LLC 0.59% Reduce -27.6% 23,700 $879K
Pacific Global Investment Management Co. 0.17% Reduce -0.7% 23,504 $871K
Pioneer Trust Bank N A 0.24% No change 23,385 $867K
McKinley Carter Wealth Services, Inc. 0.06% Add +53.3% 23,329 $865K
RMR Capital Management, LLC 0.86% Reduce -1.2% 23,278 $863K
Rossmore Private Capital 0.11% Reduce -2.2% 23,130 $857K
Rodgers Brothers Inc. 0.12% Add +8.6% 23,125 $857K
Aigen Investment Management, LP 0.19% Add +86.5% 23,039 $854K
Resources Management Corp. /CT/ 0.12% Reduce -2.3% 23,046 $854K
MassMutual Private Wealth & Trust, FSB 0.03% Add +0.3% 22,820 $846K
Connecticut Wealth Management, LLC 0.04% Reduce -3.4% 22,805 $845K
Sound View Wealth Advisors Group, LLC 0.09% Reduce -2.5% 22,771 $844K
Oak Thistle LLC 0.76% Add +176.9% 22,764 $844K
Lombard Odier Asset Management (Switzerland) SA 0.06% Add +46.6% 22,696 $841K
Caprock Group, LLC 0.05% Add +2.6% 22,694 $841K
Duality Advisers, LP 0.08% New 22,667 $840K
Rehmann Capital Advisory Group 0.06% Add +1.6% 22,600 $838K
Aquatic Capital Management LLC 0.03% New 22,600 $838K
Sanders Morris Harris LLC 0.15% No change 22,500 $834K
Blue Bell Private Wealth Management, LLC 0.18% Reduce -0.4% 22,488 $834K
Davidson Trust Co. 0.48% No change 22,398 $830K
Fidelis Capital Partners, LLC 0.13% Add +53.0% 22,323 $828K
Tritonpoint Wealth, LLC 0.09% Reduce -23.8% 23,650 $817K
Mystic Asset Management, Inc. 0.34% Add +23.8% 22,008 $816K
New Republic Capital, LLC 0.52% Add +0.3% 21,986 $815K
Welch & Forbes LLC 0.01% Reduce -1.4% 21,850 $810K
Inspire Advisors, LLC 0.11% No change 21,742 $806K
Redwood Wealth Management Group, LLC 0.85% No change 21,713 $805K
Independence Bank of Kentucky 0.24% No change 21,690 $804K
Colonial Trust Co / SC 0.15% Reduce -2.7% 21,651 $803K
Continuum Advisory, LLC 0.12% Add +59.1% 23,245 $802K
Lakeside Advisors, INC. 0.51% No change 21,600 $801K
Pettyjohn, Wood & White, Inc. 0.16% No change 21,555 $799K
Peoples Bank 0.44% Reduce -2.9% 21,488 $797K
Edgemoor Investment Advisors, Inc. 0.07% Reduce -7.5% 21,157 $784K
Clarius Group, LLC 0.05% Reduce -10.3% 21,002 $779K
LSV Asset Management 0.00% Add +40.0% 21,000 $778K
Brave Asset Management Inc. 0.20% No change 20,928 $776K
Embree Financial Group 0.15% No change 20,902 $775K
Tributary Capital Management, LLC 0.06% Add +10.6% 20,900 $775K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -33.3% 20,829 $772K
Whitener Capital Management, Inc. 0.25% Add +5.6% 20,800 $771K
Cigna Investments Inc. 0.15% Reduce -1.4% 20,792 $771K
Graves Light Lenhart Wealth, Inc. 0.09% Add +0.1% 20,792 $771K
Balentine LLC 0.02% Reduce -2.6% 20,712 $768K
Great Valley Advisor Group, Inc. 0.02% Add +8.4% 20,717 $768K
Cornerstone Advisory, LLC 0.11% Add +4.7% 20,616 $764K
CoreCap Advisors, LLC 0.04% Add +6.5% 20,576 $763K
Choate Investment Advisors 0.02% Reduce -6.2% 20,541 $761K
Patriot Investment Management Group, Inc. 0.06% No change 20,527 $761K
Optas, LLC 0.21% Add +0.7% 20,413 $757K
Sandy Spring Bank 0.03% Reduce -13.4% 20,403 $756K
Canandaigua National Bank & Trust Co. 0.11% Reduce -54.9% 20,337 $754K
TBH Global Asset Management, LLC 0.15% No change 20,294 $752K
Intrepid Capital Management Inc. 0.49% No change 20,228 $750K
Douglass Winthrop Advisors, LLC 0.02% No change 20,216 $749K
Connectus Wealth, LLC 0.02% Add +0.0% 20,200 $749K
Horan Securities, Inc. 0.35% Reduce -6.5% 20,136 $746K
Nomura Holdings Inc. 0.01% Reduce -57.1% 20,123 $746K
Simmons Bank 0.06% Reduce -2.7% 20,065 $744K
WMS Partners, LLC 0.05% Reduce -1.4% 20,016 $742K
CHICAGO TRUST Co NA 0.15% Add +0.6% 19,996 $741K
Tocqueville Asset Management L.P. 0.01% Add +0.1% 19,952 $740K
RFG Advisory, LLC 0.03% Add +6.3% 19,887 $737K
Southeast Asset Advisors, LLC 0.09% No change 19,854 $736K
Koshinski Asset Management, Inc. 0.08% Add +26.6% 19,834 $735K
Hoylecohen, LLC 0.06% Add +0.1% 19,826 $735K
Independent Financial Group, LLC 0.03% Add +2.2% 19,700 $730K
Integrated Investment Consultants, LLC 0.20% Reduce -0.7% 19,689 $730K
Cobblestone Capital Advisors LLC 0.05% No change 19,630 $728K
Snowden Capital Advisors LLC 0.02% Add +6.0% 19,614 $727K
Legacy Wealth Asset Management, LLC 0.20% Reduce -0.0% 19,534 $724K
Empire Financial Management Company, LLC 0.24% Add +1.6% 19,526 $724K
ICICI Prudential Asset Management Co Ltd 0.08% Add +1.7% 19,506 $723K
Fifth Third Wealth Advisors LLC 0.11% Add +33.0% 19,423 $720K
Flagship Harbor Advisors, LLC 0.05% Reduce -2.0% 19,377 $718K
Smartleaf Asset Management LLC 0.14% Add +21.5% 19,461 $717K
Mill Creek Capital Advisors, LLC 0.02% Add +1.2% 19,285 $715K
ARS Wealth Advisors Group, LLC 0.10% No change 19,243 $713K
Gryphon Financial Partners LLC 0.12% Reduce -6.2% 19,160 $710K
Bristlecone Advisors, LLC 0.06% No change 19,065 $707K
Choreo, LLC 0.02% Reduce -0.1% 19,026 $705K
Mayfair Advisory Group, LLC 0.51% Add +0.4% 18,980 $704K
Kapstone Financial Advisors LLC 0.48% Reduce -0.7% 18,978 $704K
Gilbert & Cook, Inc. 0.10% Reduce -0.6% 18,920 $701K
Arete Wealth Advisors, LLC 0.06% Reduce -2.7% 18,910 $701K
Norden Group LLC 0.14% Add +137.9% 18,903 $701K
PFG Advisors 0.05% Add +2.1% 18,880 $700K
Brown Brothers Harriman & Co. 0.01% Reduce -2.3% 18,840 $698K
Forum Financial Management, LP 0.01% Reduce -0.1% 18,835 $698K
Bigelow Investment Advisors, LLC 0.34% Add +47.6% 18,816 $698K
First Command Advisory Services, Inc. 0.01% Add +60.0% 18,734 $694K
Achmea Investment Management B.V. 0.01% Reduce -81.6% 18,722 $694K
Boston Trust Walden Corp 0.00% No change 18,712 $694K
Trust Point Inc. 0.05% Reduce -0.9% 18,708 $694K
SRB Corp. 0.04% Add +22.3% 18,665 $692K
Steigerwald, Gordon & Koch Inc. 0.09% Reduce -0.2% 18,643 $691K
Asset Dedication, LLC 0.05% Reduce -8.9% 18,639 $691K
Dupree Financial Group, LLC 0.33% No change 18,639 $691K
Credential Qtrade Securities Inc. 0.04% Add +68.1% 18,596 $689K
Mitchell Sinkler & Starr 0.17% New 18,546 $688K
Nicolet Bankshares Inc. 0.14% Add +3.5% 18,538 $687K
St Germain D J Co. Inc. 0.03% No change 18,536 $687K
Klingenstein Fields & Co. LP 0.03% No change 18,517 $686K
Imprint Wealth LLC 0.17% Add +20.5% 18,630 $685K
Accurate Wealth Management, LLC 0.20% Add +4.3% 19,886 $683K
Appleton Partners Inc. 0.05% No change 18,409 $682K
PFG Investments, LLC 0.04% Add +111.6% 18,366 $681K
Clear Harbor Asset Management, LLC 0.06% Reduce -12.0% 18,330 $679K
Certified Advisory Corp 0.09% Reduce -1.4% 18,306 $679K
Hara Capital LLC 0.41% No change 18,240 $676K
Taylor Financial Group, Inc. 0.51% Reduce -26.1% 18,147 $673K
Ledyard National Bank 0.06% Reduce -1.1% 18,090 $671K
Capital Investment Advisory Services, LLC 0.07% Reduce -30.1% 18,044 $669K
First Commonwealth Financial Corp 0.18% Add +2.0% 18,035 $669K
Dorsey & Whitney Trust CO LLC 0.05% Add +0.5% 18,004 $667K
Mogy Joel R Investment Counsel Inc. 0.05% No change 18,000 $667K
Harbor Group, Inc. 0.18% Add +50.6% 17,956 $666K
McGlone Suttner Wealth Management, Inc. 0.12% Add +6.2% 17,943 $665K
North Star Investment Management Corp. 0.05% Add +0.0% 17,893 $663K
GYL Financial Synergies, LLC 0.05% Add +0.4% 17,791 $660K
Bedel Financial Consulting, Inc. 0.10% No change 17,730 $657K
Hall Capital Management Co. Inc. 0.32% Add +1.2% 17,725 $657K
Levy Wealth Management Group, LLC 0.18% No change 18,950 $657K
High Net Worth Advisory Group LLC 0.21% No change 17,704 $656K
Wendell David Associates Inc. 0.07% Add +0.6% 17,674 $655K
CFM Wealth Partners LLC 0.13% Add +5.2% 17,667 $655K
Balyasny Asset Management L.P. 0.00% Add +90.0% 17,599 $652K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0.26% Reduce -25.9% 18,301 $651K
Parkside Financial Bank & Trust 0.10% Add +0.2% 17,468 $648K
Duncker Streett & Co. Inc. 0.13% Reduce -5.7% 17,444 $647K
Investors Asset Management of Georgia Inc. /Ga/ 0.30% Add +0.0% 17,397 $645K
NorthRock Partners, LLC 0.02% Add +4.7% 17,336 $643K
Tranquility Partners, LLC 0.25% Add +44.2% 17,244 $639K
Secure Asset Management, LLC 0.15% Reduce -3.8% 17,241 $639K
Fairfield, Bush & Co. 0.38% Reduce -10.7% 17,240 $639K
Portside Wealth Group, LLC 0.12% Add +6.5% 17,238 $639K
Ziegler Capital Management, LLC 0.02% Reduce -71.0% 17,200 $638K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -9.8% 17,149 $636K
Parallel Advisors, LLC 0.02% Add +8.7% 17,076 $633K
IFP Advisors, Inc 0.03% Add +8.6% 17,067 $633K
Twin Capital Management Inc. 0.08% Add +1.5% 17,014 $631K
Philadelphia Trust Co. 0.05% Reduce -5.9% 16,875 $626K
Lake Street Advisors Group, LLC 0.03% Reduce -8.6% 16,855 $625K
Blueshift Asset Management, LLC 0.32% New 16,833 $624K
ZWJ Investment Counsel Inc. 0.03% Add +166.7% 16,707 $619K
Keystone Financial Group 0.09% New 16,686 $619K
Principal Securities, Inc. 0.02% Add +14.6% 16,559 $614K
Northwest Investment Counselors, LLC 0.15% No change 16,511 $612K
Legacy Capital Wealth Partners, LLC 0.43% New 19,226 $612K
Smith Salley Wealth Management 0.05% Add +24.7% 16,462 $610K
Conning Inc. 0.02% Reduce -2.6% 16,439 $609K
Premier Path Wealth Partners, LLC 0.11% Reduce -2.1% 16,416 $609K
Verus Capital Partners, LLC 0.07% Reduce -0.0% 16,401 $608K
Piscataqua Savings Bank 0.54% No change 16,384 $607K
Roof Eidam Maycock Peralta, LLC 0.17% Reduce -26.5% 16,341 $606K
Nwam LLC 0.05% Reduce -1.3% 16,802 $605K
Silver Oak Securities, Incorporated 0.09% Add +23.2% 16,310 $605K
Oakworth Capital, Inc. 0.05% Reduce -2.0% 16,266 $603K
Rede Wealth, LLC 0.25% Reduce -5.8% 16,217 $601K
Avantax Planning Partners, Inc. 0.02% Add +0.9% 16,185 $600K
Partners in Financial Planning 0.13% No change 16,116 $597K
Qtron Investments LLC 0.08% No change 16,033 $594K
Ceeto Capital Group, LLC 0.24% Reduce -20.0% 16,000 $593K
Morningstar Investment Management LLC 0.06% No change 16,007 $593K
Guyasuta Investment Advisors Inc. 0.04% No change 17,100 $593K
Indiana Trust & Investment Management Co 0.24% Reduce -0.9% 15,983 $592K
Kenora Financial, LLC 0.25% Add +4.3% 15,979 $592K
Waypoint Wealth Partners Inc. 0.17% Reduce -2.1% 15,895 $589K
HBK Sorce Advisory LLC 0.02% Add +19.9% 15,883 $589K
Nexus Investment Management ULC 0.06% No change 15,840 $587K
Bailard, Inc. 0.02% Reduce -1.3% 15,750 $584K
Mesirow Financial Investment Management, Inc. 0.01% Add +32.6% 15,739 $583K
Syverson Strege & Co 0.21% Add +2.8% 15,710 $582K
Grey Street Capital, LLC 0.08% New 15,709 $582K
Flputnam Investment Management Co. 0.01% Reduce -1.6% 15,674 $581K
GAMMA Investing LLC 0.12% Add +30.6% 15,650 $580K
Merit Financial Group, LLC 0.01% Add +16.0% 17,138 $580K
First Citizens Bank & Trust Co. 0.01% Reduce -4.3% 15,638 $580K
Davis R M Inc. 0.01% Add +1.2% 15,622 $579K
NTV Asset Management LLC 0.09% No change 15,583 $578K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -1.1% 15,570 $577K
Raleigh Capital Management Inc. 0.25% Add +12.3% 15,559 $577K
Evercore Wealth Management, LLC 0.01% Reduce -0.8% 15,532 $576K
JGP Wealth Management, LLC 0.08% Reduce -3.1% 15,521 $575K
NewEdge Wealth, LLC 0.01% New 17,101 $574K
Prosperity Consulting Group, LLC 0.07% Add +42.1% 15,365 $570K
Principle Wealth Partners LLC 0.04% No change 15,329 $568K
Crescent Sterling, Ltd. 0.52% No change 15,300 $567K
CWA Asset Management Group, LLC 0.03% Reduce -13.6% 15,231 $565K
First Horizon Advisors, Inc. 0.02% Reduce -12.3% 15,215 $564K
Manchester Capital Management LLC 0.07% Add +1.8% 15,204 $564K
Wilkins Investment Counsel Inc. 0.08% New 15,200 $563K
SlateStone Wealth, LLC 0.06% Reduce -22.7% 15,108 $560K
Qsemble Capital Management, LP 0.12% Add +43.2% 15,101 $560K
Mgo One Seven LLC 0.03% Reduce -4.5% 15,095 $560K
Focus Partners Advisor Solutions, LLC 0.02% Add +125.0% 15,086 $559K
Washington Trust Bank 0.05% Reduce -35.9% 15,085 $559K
NBT Bank, N.A. 0.04% Reduce -2.1% 15,078 $559K
Castle Wealth Management LLC 0.29% Reduce -2.5% 15,024 $557K
Greylin Investment Management, Inc 0.09% Reduce -0.9% 14,953 $554K
Brandywine Oak Private Wealth LLC 0.06% Add +6.9% 14,953 $554K
NCM Capital Management, LLC 0.31% No change 14,946 $554K
My Legacy Advisors, LLC 0.19% Add +97.4% 14,938 $554K
Magnolia Capital Management Ltd. 0.47% No change 14,895 $552K
Fragasso Financial Advisors Inc 0.05% Reduce -35.5% 14,891 $552K
Viawealth, LLC 0.34% No change 14,874 $551K
Ramirez Asset Management, Inc. 0.11% Reduce -15.0% 14,827 $550K
&partners 0.08% Add +56.9% 14,807 $549K
FineMark National Bank & Trust 0.02% Reduce -4.2% 14,793 $548K
Meritas Wealth Management, LLC 0.38% No change 14,715 $545K
Wedmont Private Capital 0.04% Add +7.9% 15,138 $544K
OneAscent Financial Services LLC 0.06% Add +22.0% 14,633 $542K
Relyea Zuckerberg Hanson LLC 0.09% Add +1.4% 14,441 $535K
FC Advisory LLC 0.20% No change 14,400 $534K
Sowell Financial Services LLC 0.03% Add +34.8% 14,375 $533K
Burt Wealth Advisors 0.13% Reduce -12.2% 14,335 $531K
Alpha Family Trust 0.32% No change 14,320 $531K
Hendley & Co. Inc. 0.19% No change 14,310 $530K
Canal Capital Management, LLC 0.09% Reduce -2.8% 14,214 $527K
Silver Oak Advisory Group, Inc. 0.30% Reduce -2.7% 14,169 $526K
GC Wealth Management RIA, LLC 0.10% Add +5.1% 14,135 $524K
Holderness Investments Co. 0.13% Reduce -0.3% 14,116 $523K
Marathon Capital Management 0.13% No change 14,048 $521K
Bridgewater Advisors Inc. 0.08% Add +1.0% 14,037 $520K
Sendero Wealth Management, LLC 0.09% No change 14,022 $520K
Becker Capital Management Inc. 0.02% Reduce -1.6% 13,996 $519K
Harvey Investment Co. LLC 0.06% No change 13,986 $518K
Everett Harris & Co. 0.01% No change 13,877 $514K
Cidel Asset Management Inc. 0.04% No change 13,829 $513K
Mountain Pacific Investment Advisers LLC 0.03% No change 13,800 $512K
FRG Family Wealth Advisors LLC 0.10% No change 15,360 $510K
Capstone Investment Advisors, LLC 0.02% Add +329.5% 13,715 $508K
Alpha Omega Wealth Management LLC 0.09% Reduce -2.5% 13,712 $508K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +10.8% 13,702 $508K
Ransom Advisory, Ltd 0.27% — 13,700 $508K
Joel Isaacson & Co., LLC 0.03% Add +0.1% 13,699 $508K
ELCO Management Co., LLC 0.31% No change 13,685 $507K
Pathway Financial Advisers, LLC 0.18% Reduce -5.4% 13,656 $506K
Kingswood Wealth Advisors, LLC 0.06% Add +85.0% 13,604 $504K
Moloney Securities Asset Management, LLC 0.08% No change 13,537 $502K
Baker Tilly Wealth Management, LLC 0.09% Reduce -1.4% 13,490 $500K
Latitude Advisors, LLC 0.31% Add +3.3% 13,243 $491K
RCS Financial Planning, LLC 0.30% No change 13,184 $489K
Traphagen Investment Advisors LLC 0.05% Reduce -9.9% 13,119 $486K
Black Diamond Financial, LLC 0.13% No change 13,990 $485K
Astoria Portfolio Advisors LLC. 0.19% Reduce -6.8% 13,798 $485K
Trustmark Bank Trust Department 0.04% Add +3.4% 13,042 $483K
OneAscent Wealth Management LLC 0.18% Add +49.4% 12,992 $482K
Stonegate Investment Group, LLC 0.02% Reduce -15.5% 12,961 $480K
Gables Capital Management Inc. 0.26% No change 12,950 $480K
Sepio Capital, LP 0.04% Reduce -0.3% 12,929 $479K
Brighton Jones LLC 0.02% Add +11.2% 12,880 $477K
Revolve Wealth Partners, LLC 0.08% New 12,860 $477K
iSAM Funds (UK) Ltd 0.27% Reduce -48.6% 12,828 $476K
Successful Portfolios LLC 0.32% Reduce -8.2% 12,765 $473K
Level Four Advisory Services, LLC 0.03% Add +7.1% 13,607 $472K
Avior Wealth Management, LLC 0.02% Add +31.9% 12,697 $471K
McLean Asset Management Corp 0.16% Reduce -0.2% 13,089 $471K
Edmonds Duncan Registered Investment Advisors, LLC 0.12% No change 12,600 $467K
Woodward Diversified Capital, LLC 0.29% Add +5.9% 12,587 $467K
Northwest Bancshares, Inc. 0.07% No change 12,551 $465K
Wolverine Trading, LLC 0.00% Reduce -22.4% 12,550 $465K
Founders Financial Alliance, LLC 0.14% Add +1.1% 12,531 $465K
Global Retirement Partners, LLC 0.02% Reduce -1.2% 12,507 $464K
Collective Family Office LLC 0.15% No change 12,419 $460K
Shufro Rose & Co. LLC 0.04% Add +8.8% 12,400 $460K
Thoroughbred Financial Services, LLC 0.04% Reduce -53.5% 12,386 $459K
Money Concepts Capital Corp. 0.04% Reduce -2.3% 12,354 $458K
Armstrong Advisory Group, Inc. 0.04% No change 13,205 $458K
Catalyst Financial Partners LLC 0.12% Add +11.0% 13,379 $457K
Deseret Mutual Benefit Administrators 0.23% Add +0.5% 12,292 $456K
Kiley Juergens Wealth Management, LLC 0.14% Reduce -3.2% 12,244 $454K
Elgethun Capital Management 0.11% No change 12,310 $454K
Diversified, LLC 0.06% Add +5.9% 12,210 $453K
Evergreen Capital Management LLC 0.02% Add +5.1% 12,203 $452K
9258 Wealth Management, LLC 0.07% No change 12,184 $452K
Fagan Associates, Inc. 0.08% No change 12,131 $450K
AMG National Trust Bank 0.01% Reduce -1.0% 12,117 $449K
IFG Advisory, LLC 0.03% Reduce -21.6% 12,055 $447K
Patton Albertson Miller Group, LLC 0.07% No change 12,010 $445K
Argyle Capital Management, LLC 0.17% No change 12,000 $445K
Virtue Capital Management, LLC 0.08% Reduce -33.1% 12,543 $444K
Royal Fund Management, LLC 0.05% Reduce -10.7% 11,965 $444K
Commerzbank Aktiengesellschaft 0.01% Add +24.8% 11,919 $442K
Meridian Wealth Management, LLC 0.07% Reduce -0.2% 11,914 $442K
Capital Asset Advisory Services LLC 0.03% Reduce -22.4% 12,161 $441K
Courier Capital LLC 0.03% No change 11,907 $441K
Lynch & Associates 0.10% No change 11,873 $440K
Wallace Hart LLC 0.37% — 11,847 $439K
Barry Investment Advisors, LLC 0.15% Add +0.3% 11,830 $439K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% No change 11,750 $436K
RIA Advisory Group LLC 0.18% New 11,714 $434K
Montag A & Associates Inc. 0.02% No change 11,700 $434K
Mayflower Financial Advisors, LLC 0.07% Add +1.1% 11,694 $433K
Foster & Motley Inc. 0.03% New 11,684 $433K
Confluence Wealth Services, Inc. 0.04% Reduce -7.7% 11,631 $431K
Virtu Financial LLC 0.03% New 11,621 $431K
Sunpointe, LLC 0.48% No change 11,598 $430K
Strategic Financial Services, Inc. 0.03% No change 11,591 $430K
Graypoint LLC 0.03% Add +5.1% 11,570 $429K
Olympiad Research LP 0.28% New 11,563 $429K
Ameritas Advisory Services, LLC 0.02% Add +29.5% 12,093 $429K
Wealth Alliance Advisory Group, LLC 0.10% No change 11,520 $427K
Westbourne Investment Advisors, Inc. 0.16% Add +1.1% 11,515 $427K
Key Client Fiduciary Advisors, LLC 0.23% Add +2.2% 11,478 $425K
Advisors Capital Management, LLC 0.01% Add +32.8% 11,454 $425K
Proficio Capital Partners LLC 0.05% Reduce -2.1% 11,440 $424K
Compound Planning, Inc. 0.04% Add +23.4% 11,429 $424K
LWM Advisory Services, LLC 0.34% Add +38.1% 11,411 $423K
SOL Capital Management CO 0.05% No change 11,400 $423K
Kaydan Wealth Management, Inc. 0.14% No change 11,349 $421K
Marion Wealth Management 0.13% Add +2.2% 11,340 $420K
Tufton Capital Management 0.08% No change 11,340 $420K
Acute Investment Advisory, LLC 0.28% No change 11,337 $420K
Olde Wealth Management, LLC 0.20% No change 12,300 $420K
Terra Nova Asset Management LLC 0.33% Add +0.2% 11,306 $419K
Financial Advisors, LLC 0.09% No change 11,289 $418K
Capital Investment Counsel, Inc 0.07% No change 11,286 $418K
Frisch Financial Group, Inc. 0.14% Add +0.1% 11,279 $418K
Souders Financial Advisors 0.07% Reduce -5.4% 11,253 $417K
Westmount Partners, LLC 0.15% Add +0.3% 11,238 $417K
Formidable Asset Management, LLC 0.07% No change 11,235 $416K
Sage Private Wealth Group, LLC 0.33% Reduce -1.2% 11,230 $416K
Prelude Capital Management, LLC 0.03% New 11,227 $416K
TriaGen Wealth Management LLC 0.17% No change 11,224 $416K
Connors Investor Services Inc. 0.04% Add +4.7% 11,185 $415K
Ostrum Asset Management 0.03% Reduce -46.3% 11,143 $413K
Brooklyn Investment Group 0.18% Add +8.2% 11,199 $412K
First Nebraska Trust Co 0.04% No change 11,100 $411K
Mutual Advisors, LLC 0.01% Reduce -1.3% 11,029 $409K
WINTON GROUP Ltd 0.03% New 11,021 $409K
Benjamin Edwards Inc. 0.08% Reduce -12.3% 11,004 $408K
Madison Asset Management, LLC 0.01% Add +59.5% 10,988 $407K
Thompson Siegel & Walmsley LLC 0.01% Add +23.2% 10,983 $407K
Nicolet Advisory Services, LLC 0.04% Add +1.2% 11,311 $407K
Point Windward Advisors Inc. 0.17% No change 10,933 $405K
180 Wealth Advisors, LLC 0.07% Reduce -1.6% 10,905 $404K
Clear Creek Financial Management, LLC 0.05% Add +1.8% 10,855 $402K
Strategic Blueprint, LLC 0.03% Add +9.1% 10,832 $402K
Cornerstone Wealth Management, LLC 0.03% Reduce -6.5% 10,790 $400K
JNBA Financial Advisors 0.04% Reduce -5.3% 10,786 $400K
Altfest L J & Co. Inc. 0.06% Reduce -2.2% 10,761 $399K
Kinloch Capital, LLC 0.20% No change 10,692 $396K
Midland Wealth Advisors, LLC 0.02% Reduce -6.6% 10,668 $395K
Simon Quick Advisors, LLC 0.03% Add +13.6% 10,659 $395K
Peregrine Asset Advisers, Inc. 0.16% Add +1.3% 10,639 $394K
Financial Strategies Group, Inc. 0.11% No change 10,952 $394K
AIA Group Ltd 0.01% No change 10,573 $392K
Logan Capital Management Inc. 0.02% Reduce -0.4% 10,547 $391K
Epoch Investment Partners, Inc. 0.00% Reduce -0.6% 10,546 $391K
Sound Income Strategies, LLC 0.03% Add +0.5% 10,542 $391K
Chicago Partners Investment Group LLC 0.02% Add +6.0% 11,248 $391K
Girard Partners LTD. 0.04% Reduce -7.9% 10,534 $391K
Goelzer Investment Management, Inc. 0.02% No change 10,523 $390K
Sentry Investment Management LLC 0.15% No change 10,518 $390K
Lifeworks Advisors, LLC 0.11% Add +13.4% 10,501 $389K
Advisors Preferred, LLC 0.07% Reduce -88.5% 10,561 $388K
Angeles Wealth Management, LLC 0.04% Reduce -3.2% 10,455 $388K
Chronos Wealth Management, LLC 0.23% No change 10,445 $387K
Garner Asset Management Corp 0.15% No change 10,400 $386K
Bank of Hawaii 0.02% Reduce -8.7% 10,410 $386K
Austin Private Wealth, LLC 0.04% Add +6.5% 10,553 $384K
L2 Asset Management, LLC 0.13% Add +17.7% 10,337 $383K
Concord Wealth Partners 0.07% Add +0.0% 10,292 $382K
Bangor Savings Bank 0.04% Reduce -30.4% 10,291 $381K
Johnson Financial Group, Inc. 0.02% Reduce -14.3% 10,282 $381K
Shorepoint Capital Partners LLC 0.09% Reduce -19.7% 10,240 $380K
Lake Street Private Wealth, LLC 0.05% Reduce -4.8% 10,234 $379K
Caldwell Trust Co 0.04% Add +20.6% 10,213 $379K
Northeast Financial Consultants Inc 0.02% Reduce -39.8% 10,200 $378K
Modern Wealth Management, LLC 0.04% Add +21.6% 10,174 $377K
Los Angeles Capital Management LLC 0.00% Add +1.8% 10,168 $377K
Pavion Blue Capital, LLC 0.19% No change 10,146 $376K
IMS Capital Management 0.17% Add +1.3% 10,051 $373K
Park Edge Advisors, LLC 0.10% Reduce -3.2% 10,032 $372K
CENTRAL TRUST Co 0.01% Reduce -1.4% 10,016 $371K
Summit Financial, LLC 0.02% New 10,012 $371K
Glen Eagle Advisors, LLC 0.07% No change 9,998 $371K
McClarren Financial Advisors, Inc. 0.26% Add +0.0% 9,920 $368K
West Branch Capital LLC 0.15% Add +0.3% 9,918 $368K
CM Wealth Advisors LLC 0.10% No change 10,800 $367K
Tiemann Investment Advisors, LLC 0.16% No change 9,885 $366K
Estabrook Capital Management 0.06% No change 9,875 $366K
King Luther Capital Management Corp. 0.00% Reduce -3.0% 9,845 $365K
Cyndeo Wealth Partners, LLC 0.03% Add +0.2% 9,842 $365K
Curran Financial Partners, LLC 0.13% Reduce -0.5% 9,840 $365K
JFS Wealth Advisors, LLC 0.03% Add +771.0% 9,833 $365K
FWG Holdings, LLC 0.19% Add +12.7% 10,528 $363K
Hartline Investment Corp./ 0.06% New 9,784 $363K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Add +1.1% 9,784 $363K
SeaCrest Wealth Management, LLC 0.04% Reduce -67.7% 9,768 $362K
Armstrong, Fleming & Moore, Inc 0.25% Add +0.0% 9,752 $361K
Kozak & Associates, Inc. 0.10% Add +0.3% 10,624 $360K
Malaga Cove Capital, LLC 0.15% No change 9,658 $358K
Prestige Wealth Management Group LLC 0.08% Add +2.6% 9,637 $357K
First Financial Bank - Trust Division 0.03% No change 9,628 $357K
DRW Securities, LLC 0.02% Reduce -7.3% 9,613 $356K
1858 Wealth Management, LLC 0.34% No change 10,260 $356K
Dakota Wealth Management 0.01% Reduce -13.3% 9,570 $355K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 9,564 $355K
Everpar Advisors LLC 0.22% Reduce -51.1% 9,545 $354K
Forte Capital LLC 0.04% No change 9,480 $351K
Sittner & Nelson, LLC 0.18% Add +0.1% 9,477 $351K
Phoenix Financial Ltd. 0.00% New 9,479 $351K
ORBA Wealth Advisors, L.L.C. 0.19% Add +3.3% 9,396 $348K
Beacon Investment Advisory Services, Inc. 0.01% New 9,394 $348K
Renaissance Investment Group LLC 0.08% Reduce -4.1% 9,350 $347K
EverSource Wealth Advisors, LLC 0.03% Add +33.5% 10,431 $347K
RB Capital Management, LLC 0.10% Add +0.0% 9,345 $346K
TrueWealth Advisors, LLC 0.13% Add +1.1% 9,345 $346K
Ironwood Investment Counsel, LLC 0.06% Add +0.0% 9,331 $346K
Waldron Private Wealth LLC 0.02% Add +4.7% 9,304 $345K
Mirabella Financial Services LLP 0.03% New 9,299 $345K
Lebenthal Global Advisors, LLC 0.08% Reduce -6.2% 9,259 $343K
Hanson & Doremus Investment Management 0.06% No change 9,240 $343K
Barlow Wealth Partners, LLC 0.05% Reduce -7.0% 9,679 $342K
Wealth Group, Ltd. 0.26% — 9,135 $339K
YHB Investment Advisors, Inc. 0.03% Reduce -5.9% 9,117 $338K
MCF Advisors LLC 0.03% Reduce -8.9% 9,113 $338K
Evermay Wealth Management LLC 0.05% Reduce -1.3% 9,102 $337K
Avestar Capital, LLC 0.04% Add +32.1% 9,063 $336K
Brass Tax Wealth Management, Inc. 0.17% — 9,000 $334K
Wolverine Asset Management LLC 0.03% New 9,000 $334K
Cullinan Associates Inc. 0.02% Reduce -4.3% 9,000 $334K
Abn Amro Investment Solutions 0.01% No change 8,996 $333K
Verdence Capital Advisors LLC 0.03% Reduce -4.0% 8,978 $333K
IFG Advisors, LLC 0.09% No change 8,976 $333K
WNY Asset Management, LLC 0.05% Reduce -9.6% 8,975 $333K
KPP Advisory Services LLC 0.09% Reduce -9.9% 8,931 $331K
Legacy Financial Advisors, Inc. 0.06% Reduce -67.9% 8,926 $331K
Warren Street Wealth Advisors, LLC 0.16% Add +1.5% 8,918 $331K
Valley National Advisers Inc. 0.05% Reduce -0.5% 8,933 $330K
Covenant Partners, LLC 0.10% Reduce -1.7% 8,886 $329K
Capital Advisors Inc. 0.01% Add +1.6% 8,885 $329K
Bison Wealth, LLC 0.05% Reduce -0.8% 8,858 $328K
China Universal Asset Management Co., Ltd. 0.04% Add +124.3% 8,837 $328K
HHM Wealth Advisors, LLC 0.05% No change 8,826 $327K
Knollwood Investment Advisory, LLC 0.06% No change 8,807 $326K
Advisor OS, LLC 0.04% Add +23.6% 8,802 $326K
Mattern Wealth Management LLC 0.08% No change 8,784 $326K
Allred Capital Management, LLC 0.13% Add +0.1% 8,706 $323K
Drive Wealth Management, LLC 0.09% Reduce -1.1% 8,697 $322K
Cutter & CO Brokerage, Inc. 0.08% Add +3.4% 8,680 $322K
PDS Planning, Inc 0.03% Reduce -18.0% 8,659 $321K
Scissortail Wealth Management, LLC 0.08% New 8,655 $321K
Guidance Capital, Inc. 0.12% No change 9,126 $321K
Wealth Effects LLC 0.12% Reduce -2.6% 8,646 $321K
Aspiriant, LLC 0.01% Reduce -0.1% 8,643 $320K
Colonial Trust Advisors 0.03% Reduce -0.6% 8,626 $320K
Davis Capital Management 0.28% No change 8,637 $318K
Main Street Group, LTD 0.15% Add +7.6% 8,621 $317K
Texas Yale Capital Corp. 0.01% Reduce -25.1% 8,525 $316K
Bullseye Investment Management, LLC 0.19% No change 8,521 $316K
CPC Advisors, LLC 0.05% No change 8,513 $316K
Allstate Corp. 0.02% No change 8,504 $315K
Pine Valley Investments Ltd Liability Co 0.02% Add +8.4% 8,500 $315K
Norris Perne & French LLP 0.02% No change 8,486 $315K
Eagle Wealth Strategies LLC 0.26% Add +0.1% 8,543 $314K
Live Oak Private Wealth LLC 0.05% Reduce -0.5% 8,470 $314K
GeoWealth Management, LLC 0.01% New 8,457 $314K
Borer Denton & Associates, Inc. 0.11% No change 8,439 $313K
FSM Wealth Advisors, LLC 0.11% Reduce -2.6% 8,417 $312K
Mark Sheptoff Financial Planning, LLC 0.17% No change 8,400 $311K
Wellington Wealth Strategies, LLC. 0.14% New 8,375 $310K
Marshall Financial Group, LLC 0.09% Reduce -12.7% 8,358 $310K
Mather Group, Llc. 0.00% Add +1.3% 8,857 $307K
CGC Financial Services, LLC 0.16% Add +0.3% 8,271 $307K
CIC Wealth, LLC 0.09% No change 8,265 $306K
LexAurum Advisors, LLC 0.08% Reduce -6.6% 8,231 $305K
Whittier Trust Co. of Nevada Inc. 0.01% No change 8,211 $304K
Tyche Wealth Partners LLC 0.07% Reduce -0.1% 8,198 $304K
Verus Financial Partners, Inc. 0.04% No change 8,192 $304K
NFJ Investment Group, LLC 0.01% Reduce -20.8% 8,143 $302K
Regent Peak Wealth Advisors LLC 0.08% Add +0.3% 8,094 $300K
Belpointe Asset Management LLC 0.02% New 8,080 $300K
Brown, Lisle/Cummings, Inc. 0.10% No change 8,034 $298K
Quantum Portfolio Management LLC 0.17% Reduce -4.7% 8,028 $298K
Centaurus Financial, Inc. 0.02% Reduce -4.8% 8,014 $297K
Family Wealth Partners, LLC 0.17% New 8,009 $297K
Baron Silver Stevens Financial Advisors, LLC 0.06% No change 7,935 $294K
Exchange Bank 0.24% No change 7,933 $294K
New Capital Management LP 0.09% No change 7,884 $292K
BNC Wealth Management, LLC 0.12% Reduce -1.1% 7,861 $291K
Baker Avenue Asset Management, LP 0.01% New 7,825 $290K
Broderick Brian C 0.06% No change 7,800 $289K
Empower Advisory Group, LLC 0.00% Add +7.7% 7,798 $289K
Crawford Investment Counsel Inc. 0.01% Add +27.6% 7,750 $287K
Gradient Investments LLC 0.01% Reduce -27.9% 7,714 $286K
State of Wyoming 0.05% Add +111.2% 7,705 $286K
Southland Equity Partners LLC 0.08% Add +0.0% 7,685 $285K
Willner & Heller, LLC 0.28% Add +0.3% 7,683 $285K
Aerodigm Wealth, LLC 0.11% New 7,669 $284K
Providence Capital Advisors, LLC 0.06% Reduce -95.4% 7,667 $284K
Carmichael Hill & Associates, Inc. 0.12% Reduce -29.7% 7,662 $284K
Compass Financial Group, INC 0.07% No change 7,646 $283K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.3% 7,644 $283K
Towne Trust Company, N.A 0.10% Add +364.7% 7,616 $282K
LMG Wealth Partners, LLC 0.07% No change 7,613 $282K
Capstone Financial Advisors, Inc. 0.02% No change 7,593 $281K
Signet Financial Management, LLC 0.04% Reduce -0.7% 7,588 $281K
Gratus Wealth Advisors, LLC 0.05% New 8,169 $281K
Auxier Asset Management LLC 0.04% No change 7,566 $280K
First Trust Investment Solutions L.P. 0.05% New 7,558 $280K
Court Place Advisors, LLC 0.09% No change 7,554 $280K
IVC Wealth Advisors LLC 0.16% No change 7,519 $279K
Cozad Asset Management Inc. 0.03% No change 7,509 $278K
Legacy Financial Group, Inc. 0.11% Reduce -0.8% 7,506 $278K
Pine Haven Investment Counsel, Inc 0.24% No change 7,500 $278K
Norway Savings Bank 0.12% Reduce -10.7% 7,500 $278K
Meridian Wealth Advisors, LLC 0.05% No change 7,500 $278K
Farmers National Bank 0.08% Reduce -17.8% 7,499 $278K
Summit Global Investments 0.02% Reduce -50.5% 8,044 $277K
Berkshire Asset Management LLC 0.01% Reduce -6.3% 7,474 $277K
TrinityPoint Wealth, LLC 0.05% Add +0.0% 7,471 $277K
CoreFirst Bank & Trust 0.17% Reduce -1.3% 7,449 $276K
HCR Wealth Advisors 0.04% No change 7,446 $276K
Thomasville National Bank 0.02% No change 7,443 $276K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% No change 7,409 $275K
Front Row Advisors LLC 0.10% Add +18.7% 7,408 $275K
Klingman & Associates, LLC 0.02% Add +0.8% 7,391 $274K
KCM Investment Advisors LLC 0.01% Reduce -0.4% 7,383 $274K
Selective Wealth Management, Inc. 0.12% No change 7,710 $273K
Harbour Investments, Inc. 0.01% Add +6.6% 7,358 $273K
West Wealth Group, LLC 0.10% Add +0.3% 7,345 $272K
Quantum Financial Advisors, LLC 0.05% New 7,337 $272K
Ridgewood Investments LLC 0.14% Add +0.1% 7,329 $272K
Hazlett, Burt & Watson, Inc. 0.16% Add +3.6% 7,304 $270K
Oxford Financial Group, LTD. LLC 0.02% Add +2.3% 7,261 $269K
Bluespring Wealth Management, LLC 0.03% Add +0.6% 7,247 $269K
Broadwater Capital Management LLC 0.21% No change 7,245 $269K
Wilmington Savings Fund Society, FSB 0.01% — 7,231 $268K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +3.7% 7,214 $267K
Rock Point Advisors, LLC 0.08% No change 7,200 $267K
Fort Sheridan Advisors LLC 0.05% No change 7,200 $267K
L. Roy Papp & Associates, LLP 0.03% No change 7,200 $267K
Foster Dykema Cabot & Partners, LLC 0.02% No change 7,200 $267K
Smith, Moore & Co. 0.03% Reduce -3.0% 7,190 $267K
Mine & Arao Wealth Creation & Management, LLC. 0.13% Add +0.1% 7,187 $266K
Fairhaven Wealth Management, LLC 0.09% Reduce -0.1% 7,184 $266K
Maverick Capital 0.01% New 7,149 $265K
Keel Point, LLC 0.03% Add +20.1% 7,146 $265K
Smith Anglin Financial, LLC 0.03% Reduce -1.6% 7,112 $264K
Baltimore-Washington Financial Advisors, Inc. 0.02% Reduce -3.0% 7,108 $263K
Holistic Financial Partners 0.13% Reduce -11.2% 7,063 $262K
ArrowMark Colorado Holdings LLC 0.00% No change 7,020 $260K
Barr E S & Co. 0.02% No change 7,000 $259K
Rosenberg Matthew Hamilton 0.07% No change 7,035 $259K
Patten & Patten Inc. 0.02% Reduce -1.4% 6,961 $258K
Kowal Investment Group, LLC 0.06% Add +6.5% 6,956 $258K
Braun-Bostich & Associates Inc. 0.22% Reduce -2.4% 6,955 $258K
Atlantic Edge Private Wealth Management, LLC 0.09% Reduce -6.9% 6,911 $256K
Defender Capital, LLC. 0.09% No change 6,910 $256K
Banque Cantonale Vaudoise 0.01% Reduce -59.8% 6,907 $256K
New Potomac Partners, LLC 0.14% No change 6,902 $256K
Salem Investment Counselors Inc. 0.01% Reduce -69.2% 6,892 $255K
Cornerstone Wealth Group, LLC 0.02% New 6,870 $255K
Mirova 0.04% No change 6,853 $254K
Carderock Capital Management Inc. 0.07% Reduce -7.4% 6,850 $254K
Guardian Wealth Advisors, LLC / NC 0.03% Add +4.3% 6,842 $254K
Summit X, LLC 0.06% Reduce -0.7% 6,837 $253K
Obsidian Personal Planning Solutions LLC 0.17% Add +1.6% 7,625 $253K
Sage Mountain Advisors LLC 0.03% Reduce -15.6% 6,824 $253K
Heritage Trust Co 0.03% Reduce -12.1% 6,765 $251K
Spreng Capital Management, Inc. 0.13% No change 6,750 $250K
Northstar Advisory Group, LLC 0.15% No change 7,234 $250K
Birch Hill Investment Advisors LLC 0.01% No change 6,700 $248K
J. W. Coons Advisors, LLC 0.04% No change 6,690 $248K
SageView Advisory Group, LLC 0.01% Reduce -9.3% 6,690 $248K
GPS Wealth Strategies Group, LLC 0.04% Add +3.1% 6,685 $248K
Middleton & Co. Inc. 0.03% No change 6,675 $247K
Rothschild Investment LLC 0.02% Add +3.9% 6,664 $247K
Zions Bancorporation, N.A. 0.02% Add +4.5% 6,663 $247K
Atlas Brown,Inc. 0.09% Add +0.1% 6,622 $245K
Lanark Financial, Inc. 0.02% Reduce -2.0% 6,623 $245K
Quadrant Private Wealth Management, LLC 0.06% No change 6,593 $244K
Baldwin Investment Management, LLC 0.03% Reduce -0.1% 6,593 $244K
AlTi Global, Inc. 0.01% New 6,548 $243K
Resolute Wealth Strategies, LLC 0.15% Add +0.1% 6,545 $243K
Creative Financial Designs Inc. 0.02% Reduce -8.7% 6,531 $242K
Moneywise, Inc. 0.13% No change 6,518 $242K
Red Wave Investments LLC 0.09% Reduce -2.3% 6,493 $241K
Wallace Advisory Group, LLC 0.18% New 6,921 $240K
Freedom Investment Management, Inc. 0.02% Add +7.7% 6,459 $239K
Stanley-Laman Group, Ltd. 0.03% No change 6,458 $239K
Old Second National Bank of Aurora 0.06% No change 6,450 $239K
World Investment Advisors 0.03% New 6,420 $238K
Romano Brothers and Company 0.03% Add +0.0% 6,412 $238K
Bill Few Associates, Inc. 0.10% No change 6,363 $236K
Childress Capital Advisors, LLC 0.07% Reduce -7.0% 6,363 $236K
Widmann Financial Services, Inc. 0.20% No change 6,355 $236K
Livforsakringsbolaget Skandia, Omsesidigt 0.02% No change 6,353 $235K
Schneider Downs Wealth Management Advisors, LP 0.05% Add +3.3% 6,335 $235K
American Institute for Advanced Investment Management, LLP 0.19% No change 6,320 $234K
Beaton Management Co. Inc. 0.13% No change 6,315 $234K
Pathway Financial Advisors LLC 0.06% No change 6,312 $234K
Summit Asset Management, LLC 0.03% Add +0.2% 6,297 $233K
McElhenny Sheffield Capital Management, LLC 0.08% No change 6,295 $233K
First Heartland Consultants, Inc. 0.02% New 6,260 $232K
Catalina Capital Group, LLC 0.10% New 6,246 $232K
Berger Financial Group, Inc 0.02% Reduce -5.6% 6,211 $230K
Atlas Capital Advisors Inc. 0.04% No change 6,207 $230K
GMO 0.00% New 6,204 $230K
Nelson Capital Management, LLC 0.04% No change 6,200 $230K
Continental Investors Services, Inc. 0.54% Add +1.1% 6,231 $229K
Delta Financial Group, Inc. 0.07% No change 6,173 $229K
Gsa Capital Partners LLP 0.02% New 6,190 $229K
Lakeridge Wealth Management LLC 0.15% Add +0.4% 6,154 $228K
Kendall Capital Management 0.08% Reduce -12.8% 6,144 $228K
CVA Family Office, LLC 0.04% Add +0.3% 6,108 $226K
New Century Financial Group, LLC 0.16% New 6,108 $226K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Reduce -3.6% 6,100 $226K
Morningstar Investment Services LLC 0.00% Reduce -38.6% 6,124 $226K
White Pine Capital LLC 0.09% Reduce -2.1% 6,802 $226K
HUB Investment Partners, LLC 0.01% Add +2.5% 6,082 $225K
Emerald Advisors, LLC 0.04% Add +0.0% 6,082 $225K
Allegheny Financial Group 0.07% Reduce -8.9% 6,075 $225K
Patron Partners, LLC 0.14% Add +0.9% 6,066 $225K
FDx Advisors, Inc. 0.03% Reduce -26.0% 6,016 $223K
Heartwood Wealth Advisors LLC 0.03% No change 6,005 $223K
Montgomery Investment Management Inc. 0.08% No change 6,000 $222K
Westover Capital Advisors, LLC 0.07% Reduce -7.8% 6,000 $222K
Fractal Investments LLC 0.04% New 6,000 $222K
Financial Advisory Group 0.04% Add +0.1% 5,990 $222K
JT Stratford LLC 0.04% Reduce -0.0% 5,985 $222K
BSW Wealth Partners 0.04% Reduce -2.4% 5,956 $221K
First Personal Financial Services 0.05% Reduce -0.1% 5,952 $221K
Aaron Wealth Advisors LLC 0.03% New 5,943 $220K
LRI Investments, LLC 0.06% — 5,931 $220K
Gibbs Wealth Management 0.13% — 5,909 $219K
FAS Wealth Partners, Inc. 0.02% Add +0.2% 5,872 $218K
Sterling Investment Counsel, LLC 0.10% New 5,872 $218K
Financial Advocates Investment Management 0.01% Add +0.0% 5,839 $216K
Great Diamond Partners, LLC 0.05% Reduce -1.7% 5,839 $216K
Douglas Lane & Associates, LLC 0.00% Reduce -18.0% 5,822 $216K
Bernardo Wealth Planning LLC 0.06% New 5,819 $216K
MRP Capital Investments, LLC 0.22% Reduce -42.6% 5,800 $215K
Alta Advisers Ltd 0.11% No change 5,800 $215K
Chesley Taft & Associates LLC 0.01% No change 5,800 $215K
Willow Creek Wealth Management Inc. 0.03% Reduce -1.2% 5,787 $215K
Avalon Capital Management 0.09% Reduce -64.5% 5,760 $214K
Corton Capital Inc. 0.08% Reduce -61.6% 5,757 $213K
Tradition Wealth Management, LLC 0.02% Reduce -0.1% 5,749 $213K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 6,134 $212K
Calydon Capital 0.04% No change 6,172 $212K
Regal Investment Advisors LLC 0.01% New 5,718 $212K
JB Capital LLC 0.01% Reduce -1.4% 5,688 $211K
Claro Advisors Inc. 0.04% New 5,688 $211K
First Affirmative Financial Network 0.15% New 5,667 $210K
Nicholas Hoffman & Company, LLC. 0.01% New 5,605 $208K
Quent Capital, LLC 0.02% Add +0.0% 5,583 $207K
TCWP LLC 0.55% Reduce -8.5% 5,557 $206K
Retirement Planning Group, LLC 0.02% New 5,550 $206K
Roberts Glore & Co. Inc. 0.06% Reduce -33.5% 5,542 $205K
Wealthquest Corp 0.02% New 5,536 $205K
Wintrust Investments LLC 0.02% New 5,535 $205K
Cadence Bank 0.01% New 5,509 $204K
TFG Advisers LLC 0.08% Reduce -8.3% 5,507 $204K
Ausdal Financial Partners, Inc. 0.02% New 5,477 $203K
HTLF Bank 0.02% New 5,429 $201K
Voya Financial Advisors, Inc. 0.02% Reduce -10.0% 5,462 $201K
Northwest Wealth Management, LLC 0.05% New 5,409 $201K
Moseley Investment Management Inc. 0.10% New 5,400 $200K
Spinnaker Investment Group, LLC 0.06% New 5,400 $200K
S&co Inc. 0.01% New 5,400 $200K
Paladin Advisory Group, LLC 0.16% No change 5,387 $198K
Advisors Asset Management, Inc. 0.00% Add +581.7% 5,283 $196K
Larson Financial Group LLC 0.01% Reduce -3.7% 5,243 $194K
Salomon & Ludwin, LLC 0.02% Reduce -4.0% 5,157 $191K
Farther Finance Advisors, LLC 0.01% Add +28.2% 4,880 $179K
Elevation Wealth Partners, LLC 0.09% No change 4,734 $175K
Cassady Schiller Wealth Management, LLC 0.08% Reduce -5.7% 4,647 $172K
New Covenant Trust Company, N.A. 0.17% — 4,641 $172K
Perritt Capital Management Inc 0.09% No change 4,514 $167K
Slocum, Gordon & Co LLP 0.12% No change 4,500 $167K
Catalyst Funds Management Pty Ltd 0.05% — 4,500 $167K
Richardson Financial Services Inc. 0.12% Add +55.0% 4,484 $166K
Bray Capital Advisors 0.04% No change 4,455 $165K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 4,350 $161K
Perkins Coie Trust Co 0.04% No change 4,148 $154K
Chelsea Counsel Co. 0.09% No change 4,100 $152K
DT Investment Partners, LLC 0.02% No change 4,050 $150K
Custom Portfolio Group LLC 0.12% No change 4,035 $150K
Paloma Partners Management Co 0.03% Add +1139.3% 3,879 $144K
Union Savings Bank 0.07% No change 3,800 $141K
Bruce G. Allen Investments, LLC 0.11% Add +4.1% 3,719 $138K
Core Alternative Capital 0.02% Reduce -5.4% 3,702 $137K
Palisade Asset Management, LLC 0.01% New 3,672 $136K
TD Capital Management LLC 0.01% No change 3,645 $135K
Hexagon Capital Partners LLC 0.03% Add +1.3% 3,609 $134K
Financial Management Professionals, Inc. 0.02% Add +5.5% 3,572 $132K
Cullen/Frost Bankers, Inc. 0.00% Reduce -11.7% 3,279 $122K
McIlrath & Eck, LLC 0.02% No change 3,269 $121K
Truvestments Capital LLC 0.05% Reduce -38.0% 3,265 $121K
Plante Moran Financial Advisors, LLC 0.01% Reduce -6.1% 3,130 $116K
Trifecta Capital Advisors, LLC 0.03% No change 3,117 $116K
Mb, Levis & Associates, LLC 0.06% Add +0.2% 3,034 $112K
Fortis Group Advisors, LLC 0.02% Reduce -50.0% 3,015 $112K
NewSquare Capital LLC 0.01% No change 3,000 $111K
Dunhill Financial, LLC 0.08% Add +1.2% 2,905 $108K
DiNuzzo Private Wealth, Inc. 0.01% No change 2,901 $108K
Laffer Tengler Investments, Inc. 0.03% Add +1472.4% 2,846 $106K
Optiver Holding B.V. 0.00% Reduce -96.6% 2,839 $105K
Washington Trust Advisors, Inc. 0.01% No change 2,760 $102K
Gen-Wealth Partners Inc 0.05% — 2,733 $101K
Clearstead Trust, LLC 0.03% Add +0.3% 2,703 $100K
Farmers & Merchants Trust Co of Chambersburg PA 0.04% Reduce -77.2% 2,700 $100K
MV Capital Management, Inc. 0.01% Reduce -5.3% 2,696 $100K
Quarry LP 0.04% Add +1504.8% 2,680 $99K
Register Financial Advisors LLC 0.05% New 2,605 $97K
DHJJ Financial Advisors, Ltd. 0.04% No change 2,541 $94K
CNB Bank 0.05% No change 2,532 $94K
Capital Advisors, Ltd. LLC 0.01% Add +1.4% 2,462 $91K
Key Financial Inc 0.02% No change 2,343 $87K
Riverview Trust Co 0.07% New 2,329 $86K
Oliver Lagore Vanvalin Investment Group 0.03% Add +14.0% 2,315 $86K
Central Bank & Trust Co. 0.01% No change 2,214 $82K
Silvant Capital Management LLC 0.00% No change 2,199 $82K
Covestor Ltd 0.05% Reduce -0.1% 2,188 $81K
Gleason Group, Inc. 0.02% Add +0.3% 2,170 $80K
CarsonAllaria Wealth Management, Ltd. 0.05% Reduce -1.5% 2,130 $79K
WFA Asset Management Corp 0.04% Add +0.3% 2,105 $78K
Mondrian Investment Partners LTD 0.00% No change 2,097 $78K
Provenance Wealth Advisors, LLC 0.01% No change 2,096 $78K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% No change 2,080 $77K
Arcadia Investment Management Corp. 0.01% No change 2,064 $77K
Financial Perspectives, Inc 0.03% Add +0.2% 2,043 $76K
AllSquare Wealth Management LLC 0.04% No change 1,987 $74K
Kelly Lawrence W & Associates Inc. 0.02% No change 1,950 $72K
Riggs Asset Managment Co. Inc. 0.02% No change 1,935 $72K
Leonteq Securities AG 0.01% Reduce -16.4% 1,917 $71K
Planning Capital Management Corp 0.05% Add +1.6% 1,916 $71K
Catalyst Capital Advisors LLC 0.00% Reduce -0.7% 1,870 $69K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -4.1% 1,861 $69K
E Fund Management (Hong Kong) Co., Ltd. 0.04% New 1,809 $67K
Acima Private Wealth, LLC 0.02% No change 1,800 $67K
Baldwin Wealth Partners LLC 0.00% No change 1,740 $65K
Nemes Rush Group LLC 0.01% Add +6.5% 1,713 $64K
FinTrust Capital Advisors, LLC 0.01% Add +317.2% 1,677 $62K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 1,670 $62K
Frazier Financial Advisors, LLC 0.05% Add +1.6% 1,666 $62K
Webster Bank, N. A. 0.01% Add +9.2% 1,638 $61K
Trust Co 0.01% No change 1,629 $60K
Princeton Global Asset Management LLC 0.01% No change 1,600 $59K
Orion Capital Management LLC 0.03% Reduce -17.0% 1,527 $57K
Versant Capital Management, Inc 0.02% No change 1,526 $57K
CBIZ Investment Advisory Services, LLC 0.00% New 1,516 $56K
Centerpoint Advisors, LLC 0.02% No change 1,500 $56K
Exchange Traded Concepts, LLC 0.00% Add +939.9% 1,487 $55K
GW&K Investment Management, LLC 0.00% Add +41.6% 1,476 $55K
West Paces Advisors Inc. 0.01% Reduce -1.9% 1,470 $54K
Park Place Capital Corp 0.02% Reduce -47.5% 1,446 $54K
Godsey & Gibb, Inc. 0.01% No change 1,381 $51K
Rise Advisors, LLC 0.03% Add +287.8% 1,361 $50K
Venturi Wealth Management, LLC 0.00% Add +14.1% 1,342 $50K
Private Wealth Management Group, LLC 0.02% No change 1,240 $46K
Rational Advisors, Inc. 0.00% No change 1,234 $46K
Annapolis Financial Services, LLC 0.02% No change 1,233 $46K
Peoples Bank 0.03% No change 1,200 $44K
NFSG Corp 0.02% Reduce -39.1% 1,195 $44K
Center for Financial Planning, Inc. 0.01% Reduce -21.6% 1,160 $43K
Clean Yield Group 0.02% No change 1,129 $42K
Voisard Asset Management Group, Inc. 0.02% Add +0.3% 1,119 $41K
American National Bank & Trust 0.01% Reduce -7.1% 1,101 $41K
Operose Advisors LLC 0.01% No change 1,086 $40K
Fernwood Investment Management, LLC 0.01% New 1,085 $40K
Janiczek Wealth Management, LLC 0.01% No change 1,072 $40K
Arax Advisory Partners 0.00% Add +0.3% 1,053 $39K
Avion Wealth 0.01% Add +4.0% 1,042 $39K
Cape Investment Advisory, Inc. 0.02% No change 1,050 $39K
Barrett & Company, Inc. 0.02% No change 1,044 $39K
Tortoise Investment Management, LLC 0.00% No change 1,005 $37K
Burkett Financial Services, LLC 0.02% Add +0.3% 989 $37K
Kiely Wealth Advisory Group, Inc. 0.02% No change 1,050 $36K
Jamison Private Wealth Management, Inc. 0.01% Add +3.5% 963 $36K
Valued Wealth Advisors LLC 0.02% Add +172.7% 938 $35K
Bellevue Asset Management, LLC 0.02% No change 900 $33K
ORG Partners LLC 0.06% Reduce -65.3% 900 $33K
FSA Wealth Management LLC 0.01% No change 884 $33K
Carolinas Wealth Consulting LLC 0.01% Reduce -93.2% 877 $33K
Cornerstone Planning Group LLC 0.01% Reduce -3.5% 950 $32K
Thompson Investment Management, Inc. 0.00% No change 825 $31K
Caldwell Sutter Capital, Inc. 0.01% No change 821 $30K
Private Ocean, LLC 0.00% No change 812 $30K
Coston, McIsaac & Partners 0.01% Add +0.2% 822 $30K
Ofi Invest Asset Management 0.00% Add +3.1% 866 $30K
Financial Synergies Wealth Advisors, Inc. 0.00% New 788 $29K
Fortitude Family Office, LLC 0.02% No change 774 $29K
Pacific Center for Financial Services 0.01% No change 720 $27K
Glass Jacobson Investment Advisors llc 0.01% No change 688 $26K
Mascoma Wealth Management LLC 0.01% No change 681 $25K
Silicon Valley Capital Partners 0.00% Add +0.3% 669 $25K
Wiser Advisor Group LLC 0.04% No change 645 $24K
Ameliora Wealth Management Ltd. 0.01% No change 627 $23K
TFC Financial Management, Inc. 0.00% Add +1.7% 608 $23K
Plato Investment Management Ltd 0.00% No change 606 $22K
WR Wealth Planners, LLC 0.01% New 601 $22K
Peoples Financial Services Corp. 0.01% No change 600 $22K
Pin Oak Investment Advisors Inc. 0.02% No change 600 $22K
AlphaMark Advisors, LLC 0.01% Reduce -7.7% 600 $22K
Wunderlich Capital Managemnt 0.01% No change 566 $21K
Creekmur Asset Management LLC 0.01% Add +9.1% 562 $21K
Beacon Capital Management, LLC 0.00% Add +48.6% 538 $20K
Raffa Wealth Management, LLC 0.01% Reduce -5.4% 488 $18K
Caitlin John, LLC 0.01% Add +0.4% 487 $18K
Highline Wealth Partners LLC 0.01% Add +0.2% 481 $18K
Highlander Capital Management, LLC 0.01% No change 480 $18K
Bell Investment Advisors, Inc 0.00% No change 462 $17K
Nordwand Advisors, LLC 0.01% No change 450 $17K
Hollencrest Capital Management 0.00% No change 447 $17K
REAP Financial Group, LLC 0.00% Reduce -87.0% 445 $17K
Game Plan Financial Advisors, LLC 0.01% Add +0.5% 445 $16K
Mma Asset Management LLC 0.01% New 433 $16K
Eagle Bay Advisors LLC 0.01% Reduce -12.5% 413 $15K
Monetary Management Group Inc. 0.00% No change 400 $15K
Lowe Wealth Advisors, LLC 0.01% No change 396 $15K
Chesapeake Asset Management LLC 0.01% Add +214.6% 387 $14K
Signature Resources Capital Management, LLC 0.01% No change 411 $14K
Pineridge Advisors LLC 0.01% Reduce -39.0% 382 $14K
PSI Advisors, LLC 0.01% Add +0.3% 372 $14K
Addison Advisors LLC 0.00% Add +74.8% 353 $13K
Horizon Bancorp Inc. 0.01% No change 363 $13K
Gilliland Jeter Wealth Management LLC 0.00% New 345 $13K
Abound Wealth Management 0.00% Add +7.5% 344 $13K
Creative Capital Management Investments LLC 0.01% No change 340 $13K
Financial Avengers, Inc. 0.01% Add +0.3% 337 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -32.1% 326 $12K
Transcendent Capital Group LLC 0.01% No change 325 $12K
Syntax Research, Inc. 0.01% No change 324 $12K
Motco 0.00% No change 321 $12K
IFS Advisors, LLC 0.01% No change 315 $12K
Sachetta, LLC 0.01% No change 325 $11K
Delos Wealth Advisors, LLC 0.01% New 300 $11K
Partnership Wealth Management, LLC 0.01% No change 300 $11K
Northwest Capital Management Inc 0.00% No change 300 $11K
Tsfg, LLC 0.00% Add +43.8% 289 $11K
Tidemark, LLC 0.01% Add +48.4% 282 $10K
GoalVest Advisory LLC 0.00% New 275 $10K
HighMark Wealth Management LLC 0.01% No change 268 $10K
Arrow Financial Corp 0.00% No change 252 $9K
Lummis Asset Management, LP 0.01% No change 229 $8K
Richard W. Paul & Associates, LLC 0.00% No change 219 $8K
Aspect Partners, LLC 0.01% Reduce -7.4% 201 $7K
LifeSteps Financial, Inc. 0.01% New 200 $7K
TCTC Holdings, LLC 0.00% No change 200 $7K
First Financial Corp. 0.00% Add +582.8% 198 $7K
Tompkins Financial Corp. 0.00% New 186 $7K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -51.9% 180 $7K
SJS Investment Consulting Inc. 0.00% Add +2.9% 177 $7K
Red Tortoise LLC 0.00% No change 169 $6K
Penserra Capital Management LLC 0.00% Reduce -98.2% 162 $6K
Wolff Wiese Magana LLC 0.00% No change 153 $6K
Cedar Wealth Management, LLC 0.00% No change 144 $5K
Crewe Advisors LLC 0.00% New 133 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 111 $4K
Ruedi Wealth Management, Inc. 0.00% No change 111 $4K
Byrne Asset Management LLC 0.00% No change 108 $4K
Frank, Rimerman Advisors LLC 0.00% No change 108 $4K
Abich Financial Wealth Management LLC 0.00% New 103 $4K
Global Trust Asset Management, LLC 0.00% No change 100 $4K
Rakuten Securities, Inc. 0.00% New 82 $3K
Financial Connections Group, Inc. 0.00% New 70 $3K
Bay Harbor Wealth Management, LLC 0.00% Reduce -18.2% 63 $2K
Pingora Partners LLC 0.00% New 55 $2K
True Wealth Design, LLC 0.00% Add +77.4% 55 $2K
RFP Financial Group LLC 0.00% New 53 $2K
Hilltop National Bank 0.00% — 47 $2K
Global Financial Private Client, LLC 0.00% No change 42 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -54.3% 37 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 37 $1K
Bogart Wealth, LLC 0.00% New 25 $914
Nvwm, LLC 0.00% New 24 $890
ClariVest Asset Management LLC 0.00% No change 22 $810
Horizon Financial Services, LLC 0.00% New 20 $741
TFO Wealth Partners, LLC 0.00% No change 19 $704

"% of holder's portfolio" is CSX's weight in each manager's 13F, not the share of CSX Corp. the manager owns.